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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5 years Service code 27 ONE PPG PLACE, SUITE 600 · PITTSBURGH, PA 15222 | Advisory (Plan) | $162,808 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $75,463 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON INVESTMENT SERVICES I Service code 99 LOCKBOX 28025 · CHICAGO, IL 60673 | Other Fees | -$14,594 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,590 | $110,282+18.4% | $102,423+27.5% | $199,921-34.7% |
| Participation rate | 80.3% | 86.3%-5.9pp | 76.5%+3.8pp | 72.0%+8.3pp |
| Annual return | 16.50% | 35.75%-19.3pp | 29.42%-12.9pp | 34.28%-17.8pp |
| Employer contribution / active EE | $3,310 | $3,603-8.1% | $3,023+9.5% | $3,035+9.0% |
| Participant deferral / active EE | $6,167 | $6,376-3.3% | $5,054+22.0% | $5,089+21.2% |
| Admin fee / account holder | $133 | $122+8.9% | $9,455-98.6% | $269-50.5% |