Filed April 25, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LINSCOMB & WILLIAMS1 year Service code 27 · EIN 20-3395446 | Advisory (Plan) | $72,411 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $41,141 |
MOSS ADAMS LLP2 years Service code 10 · EIN 91-0189318 | Accounting | $19,425 |
GEORGE JOHNSON & COMPANY1 year Filed as: GEORGE RIPPEL Service code 13 3031 BROADMOOR DRIVE · SUGAR LAND, TX 77478 | Contract Administrator | $7,088 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,757-100.0% | $85,985-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 11.3%-11.3pp |
| Annual return | 11.24% | 9.21%+2.0pp | 14.20%-3.0pp | 10.41%+0.8pp |
| Employer contribution / active EE | $0 | $20,031-100.0% | $27,968-100.0% | $14,691-100.0% |
| Participant deferral / active EE | $0 | $226-100.0% | $576-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $6,028-100.0% | $2,646-100.0% |