Filed November 26, 2007 (most recent of 4 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.
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $140,044 |
Filed as: PRINCIPAL TRUST COMPANY Service code 21 · EIN 46-1393346 | Bank Trustee | $41,879 |
MOSS ADAMS LLP10+ years Service code 10 · EIN 91-0189318 | Accounting | $11,100 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 0.04% | 5.48%-5.4pp | 9.82%-9.8pp | 9.30%-9.3pp |
| Employer contribution / active EE | $9,578 | $9,127+4.9% | $30,322-68.4% | $12,551-23.7% |
| Participant deferral / active EE | $0 | $999-100.0% | $66-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |