Filed September 29, 2020 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $59,263 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $45,803 |
SEI INVESTMENTS1 year Service code 27 · EIN 23-1707341 | Advisory (Plan) | $22,500 |
MALONEY & NOVOTNY LLC1 year Filed as: MALONEY NOVOTNY Service code 10 · EIN 34-0677006 | Accounting | $7,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,911 | $87,358+28.1% | $68,612+63.1% | $68,904+62.4% |
| Participation rate | 93.2% | 80.2%+13.0pp | 72.2%+20.9pp | 74.1%+19.0pp |
| Annual return | -9.69% | -3.98%-5.7pp | -4.63%-5.1pp | 1.07%-10.8pp |
| Employer contribution / active EE | $5,240 | $3,082+70.0% | $2,625+99.6% | $2,540+106.3% |
| Participant deferral / active EE | $6,457 | $4,259+51.6% | $3,311+95.0% | $4,015+60.8% |
| Admin fee / account holder | $16 | $68-76.0% | $5,131-99.7% | $71-77.2% |