Filed August 8, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC8 years Filed as: TOWERS WATSON DELAWARE, INC. Service code 16 · EIN 53-0181291 | Consulting | $127,117 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $34,852 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $19,786 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$957,171 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,452 | $68,330-52.5% | $149,673-78.3% | $96,393-66.3% |
| Participation rate | 85.4% | 74.6%+10.8pp | 78.8%+6.7pp | 71.3%+14.2pp |
| Annual return | 19.00% | 29.64%-10.6pp | 134.42%-115.4pp | 22.88%-3.9pp |
| Employer contribution / active EE | $3,490 | $2,139+63.1% | $4,818-27.6% | $3,238+7.8% |
| Participant deferral / active EE | $0 | $4,422-100.0% | $5,680-100.0% | $5,455-100.0% |
| Admin fee / account holder | $8 | $52-84.9% | $13,210-99.9% | $74-89.4% |