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 LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $736,039 |
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $154,114 |
EIDE BAILLY LLP2+ years Service code 10 · EIN 45-0250958 | Accounting | $12,300 |
Filed as: FAEGRE BAKER DANIELS Service code 29 · EIN 41-0244008 | Legal | $4,139 |
DELOITTE & TOUCHE LLP1 year Filed as: BRYAN PENDLETON SWATS & MCALLISTER Service code 17 · EIN 62-0853448 | Pension Consulting | $2,500 |
PENSION BENEFIT INFORMATION2+ years Service code 15 · EIN 94-2856521 | Recordkeeping | $407 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $35,636-100.0% | $169,917-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 1.8%-1.8pp |
| Annual return | 4.96% | 7.17%-2.2pp | 7.98%-3.0pp | 7.18%-2.2pp |
| Employer contribution / active EE | $0 | $13,444-100.0% | $23,724-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $228-100.0% | $53-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $636-100.0% | $362-100.0% |