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 | $529,583 |
ERNST & YOUNG LLP9+ years Service code 10 · EIN 34-6565596 | Accounting | $203,585 |
CLIFFWATER LLC8 years Service code 17 · EIN 20-1246914 | Pension Consulting | $91,840 |
DELOITTE & TOUCHE LLP4 years Filed as: DELOITTE TAX LLC Service code 10 · EIN 86-1065772 | Accounting | $46,151 |
MCGUIRE WOODS1 year Service code 29 · EIN 54-0505857 | Legal | $31,078 |
GRANT THORNTON LLP9+ years Service code 10 · EIN 36-6055558 | Accounting | $28,199 |
K&L GATES1 year Service code 29 · EIN 25-0921018 | Legal | $21,015 |
WILMERHALE4 years Service code 29 1875 PENNSYLVANIA AVENUE, NW · WASHINGTON, DC 20006 | Legal | $20,510 |
MERCER1 year Filed as: MERCER US, INC. Service code 17 · EIN 13-2834414 | Pension Consulting | $16,250 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | 12.33% | 10.30%+2.0pp | 7.69%+4.6pp | 9.11%+3.2pp |
| Employer contribution / active EE | $10 | $9,006-99.9% | $28,501-100.0% | $12,231-99.9% |
| Participant deferral / active EE | $27 | $902-97.0% | $49-45.1% | $1,272-97.9% |
| Admin fee / account holder | $0 | $125-100.0% | $51,246-100.0% | $125-100.0% |