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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $80,697 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 28 233 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $53,990 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $74,895 | $110,299-32.1% | $102,423-26.9% | $199,593-62.5% |
| Participation rate | 61.6% | 86.3%-24.6pp | 76.5%-14.9pp | 72.0%-10.3pp |
| Annual return | 19.69% | 35.73%-16.0pp | 29.32%-9.6pp | 34.25%-14.6pp |
| Employer contribution / active EE | $1,823 | $3,603-49.4% | $3,023-39.7% | $3,034-39.9% |
| Participant deferral / active EE | $3,368 | $6,376-47.2% | $5,053-33.3% | $5,087-33.8% |
| Admin fee / account holder | $96 | $122-21.9% | $9,451-99.0% | $269-64.5% |