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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OP. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $163,652 |
WILLIS TOWERS WATSON US LLC4 years Service code 16 · EIN 53-0181291 | Consulting | $89,609 |
Filed as: TOWERS WATSON INV SERVICES INC Service code 16 · EIN 52-1868818 | Consulting | $56,250 |
RSM US LLP6+ years Service code 10 · EIN 42-0714325 | Accounting | $23,100 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,549 | $104,544+44.0% | $96,564+55.9% | $80,187+87.7% |
| Participation rate | 92.9% | 86.4%+6.5pp | 76.0%+16.9pp | 72.9%+19.9pp |
| Annual return | 23.11% | 21.79%+1.3pp | 25.89%-2.8pp | 40.40%-17.3pp |
| Employer contribution / active EE | $8,150 | $3,527+131.1% | $2,967+174.7% | $2,980+173.5% |
| Participant deferral / active EE | $9,277 | $6,170+50.3% | $4,852+91.2% | $5,016+84.9% |
| Admin fee / account holder | $179 | $107+67.7% | $8,256-97.8% | $145+23.6% |