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 LLC3+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 17 · EIN 53-0181291 | Pension Consulting | $121,500 |
ERNST & YOUNG LLP3+ years Service code 10 · EIN 34-6565596 | Accounting | $115,657 |
GRANT THORNTON LLP3+ years Service code 10 · EIN 36-6055558 | Accounting | $42,500 |
CLIFFWATER LLC2 years Service code 17 · EIN 20-1246914 | Pension Consulting | $26,189 |
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 | $0 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 14.46% | 16.32%-1.9pp | 16.78%-2.3pp | 16.32%-1.9pp |
| Employer contribution / active EE | $9,962 | $12,766-22.0% | $26,328-62.2% | $12,766-22.0% |
| Participant deferral / active EE | $0 | $800-100.0% | $97-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |