Filed September 19, 2019 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $629,796 |
KPMG LLP8+ years Service code 10 · EIN 13-5565207 | Accounting | $89,100 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON INVESTMENT Service code 27 · EIN 52-1868818 | Advisory (Plan) | $80,380 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,270 | $48,447-49.9% | $91,215-73.4% | $89,433-72.9% |
| Participation rate | 55.9% | 46.5%+9.5pp | 73.2%-17.3pp | 71.3%-15.4pp |
| Annual return | -16.73% | -13.16%-3.6pp | 114.15%-130.9pp | -11.88%-4.8pp |
| Employer contribution / active EE | $901 | $1,115-19.3% | $2,852-68.4% | $3,021-70.2% |
| Participant deferral / active EE | $2,125 | $2,235-4.9% | $4,234-49.8% | $5,125-58.5% |
| Admin fee / account holder | $53 | $61-12.9% | $5,424-99.0% | $79-33.2% |