Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC10+ years Filed as: TOWERS WATSON Service code 27 · EIN 52-1868818 | Advisory (Plan) | $88,535 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $81,012 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $59,175 |
Filed as: REINHART BOERNER VAN Service code 29 · EIN 39-1126909 | Legal | $27,822 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $184,334 | $65,960+179.5% | $81,882+125.1% | $77,762+137.1% |
| Participation rate | 94.1% | 65.8%+28.3pp | 72.4%+21.7pp | 70.6%+23.5pp |
| Annual return | 10.94% | 26.64%-15.7pp | 779.47%-768.5pp | 31.27%-20.3pp |
| Employer contribution / active EE | $3,609 | $2,375+51.9% | $2,916+23.7% | $2,728+32.3% |
| Participant deferral / active EE | $8,670 | $3,505+147.4% | $4,323+100.6% | $4,651+86.4% |
| Admin fee / account holder | $249 | $526-52.7% | $7,360-96.6% | $433-42.4% |