Filed January 1, 2012
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.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC9+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 17 · EIN 53-0181291 | Pension Consulting | $371,108 |
ERNST & YOUNG LLP9+ years Service code 10 · EIN 34-6565596 | Accounting | $237,522 |
GRANT THORNTON LLP9+ years Service code 10 · EIN 36-6055558 | Accounting | $44,441 |
CLIFFWATER LLC8 years Service code 17 · EIN 20-1246914 | Pension Consulting | $40,232 |
MCGUIRE WOODS1 year Service code 29 · EIN 54-0505857 | Legal | $31,078 |
K&L GATES1 year Service code 29 · EIN 25-0921018 | Legal | $21,015 |
DELOITTE & TOUCHE LLP4 years Filed as: DELOITTE TAX LLC Service code 10 · EIN 86-1065772 | Accounting | $20,511 |
MERCER1 year Filed as: MERCER US, INC. Service code 17 · EIN 13-2834414 | Pension Consulting | $16,250 |
WILMERHALE4 years Service code 29 1875 PENNSYLVANIA AVENUE, NW · WASHINGTON, DC 20006 | Legal | $9,113 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $182,032-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.2%-2.2pp |
| Annual return | 10.31% | 10.30%0pp | 7.69%+2.6pp | 9.11%+1.2pp |
| Employer contribution / active EE | $0 | $9,006-100.0% | $28,501-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $2,031 | $902+125.2% | $49+4035.8% | $1,272+59.7% |
| Admin fee / account holder | $0 | $125-100.0% | $51,246-100.0% | $125-100.0% |