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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OP CO LLC Service code 37 · EIN 04-2647786 | Loan Processing | $178,048 |
WILLIS TOWERS WATSON US LLC5 years Service code 16 · EIN 53-0181291 | Consulting | $134,420 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON INV SERVICES INC Service code 16 · EIN 52-1868818 | Consulting | $75,000 |
RSM US LLP7+ years Service code 10 · EIN 42-0714325 | Accounting | $27,615 |
Filed as: FIDELITY INV. INST. OP. CO., INC. Service code 60 | Sub-TA Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,951 | $110,258+31.5% | $102,460+41.5% | $200,096-27.6% |
| Participation rate | 90.5% | 86.3%+4.2pp | 76.5%+14.0pp | 72.0%+18.5pp |
| Annual return | 30.85% | 35.78%-4.9pp | 29.47%+1.4pp | 34.26%-3.4pp |
| Employer contribution / active EE | $6,152 | $3,605+70.7% | $3,025+103.4% | $3,038+102.5% |
| Participant deferral / active EE | $7,343 | $6,377+15.1% | $5,056+45.2% | $5,090+44.3% |
| Admin fee / account holder | $173 | $122+41.3% | $9,460-98.2% | $269-35.9% |