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 | $597,201 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON INVESTMENT Service code 27 · EIN 52-1868818 | Advisory (Plan) | $147,126 |
KPMG LLP9+ years Service code 10 · EIN 13-5565207 | Accounting | $96,992 |
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.
Plan reported the discovery of a loss from fraud or dishonesty.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,800 | $57,458-51.6% | $95,745-71.0% | $96,393-71.2% |
| Participation rate | 55.3% | 47.9%+7.4pp | 72.3%-17.0pp | 71.3%-16.0pp |
| Annual return | 16.82% | 17.80%-1.0pp | 28.35%-11.5pp | 22.88%-6.1pp |
| Employer contribution / active EE | $869 | $1,155-24.8% | $2,835-69.3% | $3,238-73.2% |
| Participant deferral / active EE | $2,017 | $2,443-17.5% | $4,245-52.5% | $5,455-63.0% |
| Admin fee / account holder | $57 | $61-5.2% | $5,678-99.0% | $74-22.3% |