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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,459,064 |
Service code 37 · EIN 04-2647786 | Loan Processing | $923,681 |
WILLIS TOWERS WATSON US LLC2 years Service code 16 800 N GLEBE ROAD · ARLINGTON, VA 22203 | Consulting | $312,831 |
Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 16 · EIN 23-0891050 | Consulting | $102,837 |
Filed as: MCCONNELL & JONES LLP Service code 16 · EIN 76-0488832 | Consulting | $26,525 |
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 | $109,348 | $106,520+2.7% | $189,611-42.3% | $106,520+2.7% |
| Participation rate | 75.8% | 71.3%+4.5pp | 78.5%-2.7pp | 71.3%+4.5pp |
| Annual return | 17.60% | 19.28%-1.7pp | 64.20%-46.6pp | 19.28%-1.7pp |
| Employer contribution / active EE | $2,643 | $2,840-7.0% | $4,413-40.1% | $2,840-7.0% |
| Participant deferral / active EE | $6,615 | $4,948+33.7% | $6,174+7.1% | $4,948+33.7% |
| Admin fee / account holder | $95 | $75+27.8% | $9,808-99.0% | $75+27.8% |