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 |
|---|---|---|
ERNST & YOUNG LLP2+ years Service code 10 · EIN 34-6565596 | Accounting | $171,566 |
DELOITTE & TOUCHE LLP2+ years Service code 10 · EIN 13-3891517 | Accounting | $64,750 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 17 · EIN 53-0181291 | Pension Consulting | $48,946 |
CLIFFWATER LLC1 year Service code 17 · EIN 20-1246914 | Pension Consulting | $13,740 |
GRANT THORNTON LLP2+ years Service code 10 · EIN 36-6055558 | Accounting | $9,400 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,821-100.0% | $151,941-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 10.6%-10.6pp | 5.5%-5.5pp |
| Annual return | 6.39% | 5.86%+0.5pp | 5.44%+1.0pp | 5.86%+0.5pp |
| Employer contribution / active EE | $8,586 | $10,137-15.3% | $25,481-66.3% | $10,137-15.3% |
| Participant deferral / active EE | $0 | $492-99.9% | $65-99.4% | $492-99.9% |
| Admin fee / account holder | $0 | $387-100.0% | $11,765-100.0% | $387-100.0% |