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| 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 | $66,004+179.3% | $81,820+125.3% | $77,714+137.2% |
| Participation rate | 94.1% | 65.8%+28.3pp | 72.4%+21.7pp | 70.6%+23.5pp |
| Annual return | 10.94% | 26.65%-15.7pp | 777.93%-767.0pp | 31.26%-20.3pp |
| Employer contribution / active EE | $3,609 | $2,375+51.9% | $2,915+23.8% | $2,727+32.3% |
| Participant deferral / active EE | $8,670 | $3,508+147.2% | $4,323+100.6% | $4,649+86.5% |
| Admin fee / account holder | $249 | $527-52.7% | $7,391-96.6% | $433-42.5% |