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 | $240,267 |
SEI INVESTMENTS6 years Service code 27 · EIN 23-1707341 | Advisory (Plan) | $45,000 |
WILLIS TOWERS WATSON US LLC7 years Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $26,000 |
MALONEY & NOVOTNY LLC6 years Filed as: MALONEY NOVOTNY Service code 10 · EIN 34-0677006 | Accounting | $25,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,864 | $93,283+48.9% | $76,891+80.6% | $103,657+34.0% |
| Participation rate | 90.9% | 79.3%+11.7pp | 69.6%+21.3pp | 73.4%+17.5pp |
| Annual return | 14.76% | 17.40%-2.6pp | 37.91%-23.1pp | 33.13%-18.4pp |
| Employer contribution / active EE | $6,140 | $3,170+93.7% | $2,534+142.3% | $3,216+90.9% |
| Participant deferral / active EE | $7,746 | $4,624+67.5% | $3,833+102.1% | $5,218+48.4% |
| Admin fee / account holder | $36 | $78-54.0% | $5,488-99.3% | $114-68.4% |