Filed August 8, 2023 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON DELAWARE, INC. Service code 16 · EIN 53-0181291 | Consulting | $179,238 |
Service code 28 · EIN 20-4668732 | Investment Management | $34,687 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $16,700 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$403,064 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,513 | $46,969-56.3% | $154,110-86.7% | $73,367-72.0% |
| Participation rate | 86.5% | 72.4%+14.1pp | 83.0%+3.4pp | 69.5%+17.0pp |
| Annual return | -5.77% | 821.68%-827.4pp | 735.22%-741.0pp | 173.45%-179.2pp |
| Employer contribution / active EE | $2,935 | $1,723+70.3% | $5,298-44.6% | $2,499+17.5% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $5,081-100.0% | $4,033-100.0% |
| Admin fee / account holder | $12 | $47-75.3% | $13,412-99.9% | $68-83.1% |