Filed July 3, 2005
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 LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $321,708 |
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $148,556 |
EIDE BAILLY LLP1+ years Service code 10 · EIN 45-0250958 | Accounting | $24,000 |
Filed as: FAEGRE BAKER DANIELS Service code 29 · EIN 41-0244008 | Legal | $9,682 |
PENSION BENEFIT INFORMATION1+ years Service code 15 · EIN 94-2856521 | Recordkeeping | $9,290 |
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 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 | $82,591-100.0% | $96,302-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.8%-0.8pp |
| Annual return | -0.15% | 2.41%-2.6pp | -2.90%+2.8pp | -0.60%+0.5pp |
| Employer contribution / active EE | $0 | $14,069-100.0% | $27,990-100.0% | $12,272-100.0% |
| Participant deferral / active EE | $0 | $260-100.0% | $137-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $519-100.0% | $717-100.0% |