Filed August 8, 2023 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON DELAWARE, INC. Service code 16 · EIN 53-0181291 | Consulting | $98,662 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$326,418 |
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 | $21,006 | $53,684-60.9% | $170,435-87.7% | $80,976-74.1% |
| Participation rate | 87.7% | 69.2%+18.5pp | 83.6%+4.1pp | 68.3%+19.4pp |
| Annual return | 19.26% | 25.97%-6.7pp | 205.94%-186.7pp | 22.91%-3.7pp |
| Employer contribution / active EE | $3,001 | $1,642+82.8% | $5,432-44.8% | $2,402+24.9% |
| Participant deferral / active EE | $0 | $3,017-100.0% | $4,939-100.0% | $3,848-100.0% |
| Admin fee / account holder | $7 | $46-83.9% | $13,881-99.9% | $67-89.0% |