Filed August 8, 2023 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TOWERS WATSON DELAWARE, INC. Service code 10 · EIN 53-0181291 | Accounting | $69,841 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$293,119 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,151 | $49,270-65.2% | $156,551-89.0% | $329,111-94.8% |
| Participation rate | 86.4% | 68.1%+18.3pp | 84.0%+2.4pp | 67.9%+18.5pp |
| Annual return | 8.00% | 23.25%-15.3pp | 32.23%-24.2pp | 16.35%-8.4pp |
| Employer contribution / active EE | $2,826 | $1,534+84.2% | $5,501-48.6% | $2,303+22.7% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $4,871-100.0% | $3,682-100.0% |
| Admin fee / account holder | $14 | $51-72.5% | $13,028-99.9% | $754-98.2% |