Filed September 19, 2019 (most recent of 3 filings on file)
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| 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,270 | $48,447-49.9% | $91,220-73.4% | $89,394-72.8% |
| Participation rate | 55.9% | 46.5%+9.5pp | 73.2%-17.3pp | 71.3%-15.4pp |
| Annual return | -16.73% | -13.16%-3.6pp | 114.01%-130.7pp | -11.89%-4.8pp |
| Employer contribution / active EE | $901 | $1,115-19.3% | $2,850-68.4% | $3,022-70.2% |
| Participant deferral / active EE | $2,125 | $2,235-4.9% | $4,234-49.8% | $5,123-58.5% |
| Admin fee / account holder | $53 | $61-12.9% | $5,420-99.0% | $79-33.2% |