Filed January 16, 2015 (most recent of 2 filings on file)
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 |
|---|---|---|
DELOITTE & TOUCHE LLP2 years Service code 10 · EIN 13-3891517 | Accounting | $52,312 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWER WATSON Service code 11 8400 NORMANDALE LK BLVD · MINNEAPOLIS, MN 554373811 | Actuarial | $16,220 |
AON CONSULTING1 year Service code 15 · EIN 22-2232264 | Recordkeeping | $12,900 |
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 | $254,542-100.0% | - | $254,542-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 47.3%-47.3pp |
| Annual return | 19.16% | 4.58%+14.6pp | 13.45%+5.7pp | 12.16%+7.0pp |
| Employer contribution / active EE | $0 | $34,399-100.0% | $26,057-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $151-100.0% | $181-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $17,640-100.0% | - | $17,640-100.0% |