Filed April 18, 2017 (most recent of 5 filings on file)
Total covered: 274 employees
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $105,753 |
Service code 13 · EIN 06-6033492 | Contract Administrator | $84,496 |
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS, LLC Service code 17 · EIN 13-3954297 | Pension Consulting | $52,812 |
MOSS ADAMS LLP2+ years Service code 10 · EIN 91-0189318 | Accounting | $24,465 |
LOUIE & WONG2+ years Service code 10 · EIN 91-2007579 | Accounting | $9,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
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% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | -52.86% | 5.13%-58.0pp | 4.74%-57.6pp | 7.18%-60.0pp |
| Employer contribution / active EE | $50,591 | $14,689+244.4% | $36,089+40.2% | $13,095+286.3% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |