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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $380,227 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON, INC. Service code 27 · EIN 52-1868818 | Advisory (Plan) | $208,262 |
WILLIS TOWERS WATSON US LLC3 years Service code 27 · EIN 53-0181291 | Advisory (Plan) | $1,169 |
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 | $111,236 | $130,052-14.5% | $86,717+28.3% | $77,906+42.8% |
| Participation rate | 100.0% | 85.9%+14.1pp | 76.6%+23.4pp | 73.7%+26.3pp |
| Annual return | -1.51% | -12.73%+11.2pp | 35.97%-37.5pp | 12.16%-13.7pp |
| Employer contribution / active EE | $3,734 | $3,214+16.2% | $2,837+31.6% | $2,846+31.2% |
| Participant deferral / active EE | $6,837 | $5,741+19.1% | $4,657+46.8% | $4,805+42.3% |
| Admin fee / account holder | $130 | $132-1.1% | $7,494-98.3% | $133-1.6% |