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 | $545,316 |
Filed as: WILLIS TOWERS WATSON Service code 27 · EIN 52-1868818 | Advisory (Plan) | $149,280 |
KPMG LLP10+ years Service code 10 · EIN 13-5565207 | Accounting | $102,000 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,115 | $64,975-52.1% | $97,295-68.0% | $106,553-70.8% |
| Participation rate | 56.9% | 45.4%+11.5pp | 72.7%-15.8pp | 69.8%-12.9pp |
| Annual return | 12.65% | 15.21%-2.6pp | 75.62%-63.0pp | 17.37%-4.7pp |
| Employer contribution / active EE | $898 | $1,126-20.3% | $2,723-67.0% | $3,359-73.3% |
| Participant deferral / active EE | $2,167 | $2,466-12.1% | $4,264-49.2% | $5,562-61.0% |
| Admin fee / account holder | $55 | $69-19.1% | $5,646-99.0% | $80-30.3% |