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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OP. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $163,878 |
WILLIS TOWERS WATSON US LLC2 years Service code 16 · EIN 53-0181291 | Consulting | $136,512 |
RSM US LLP4+ years Service code 10 · EIN 42-0714325 | Accounting | $17,600 |
AON CONSULTING2 years Filed as: AON HEWITT INVESTMENT CONSULT INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $9,948 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,826 | $144,879+15.8% | $111,319+50.8% | $93,010+80.4% |
| Participation rate | 91.7% | 86.1%+5.6pp | 77.3%+14.4pp | 73.9%+17.8pp |
| Annual return | 6.08% | 18.11%-12.0pp | 54.68%-48.6pp | 158.70%-152.6pp |
| Employer contribution / active EE | $8,476 | $3,052+177.7% | $2,732+210.3% | $2,705+213.3% |
| Participant deferral / active EE | $9,667 | $5,576+73.4% | $4,488+115.4% | $4,561+112.0% |
| Admin fee / account holder | $190 | $104+83.2% | $7,966-97.6% | $152+25.1% |