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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $88,851 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 27 · EIN 52-1868818 | Advisory (Plan) | $69,150 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIAMS, WILLIS & ASSOCIATES, PC Service code 10 · EIN 45-2014170 | Accounting | $9,900 |
REINHART BOERNER VAN DEUREN S.C.1+ years Service code 29 · EIN 39-1126909 | Legal | $9,566 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,007 | $34,220+306.2% | $73,837+88.3% | $59,188+134.9% |
| Participation rate | 83.8% | 59.1%+24.7pp | 73.4%+10.3pp | 69.4%+14.4pp |
| Annual return | 0.01% | 3.36%-3.4pp | 2268.13%-2268.1pp | 5.51%-5.5pp |
| Employer contribution / active EE | $2,352 | $1,480+58.9% | $2,788-15.6% | $2,098+12.1% |
| Participant deferral / active EE | $6,558 | $2,035+222.3% | $3,583+83.0% | $3,265+100.9% |
| Admin fee / account holder | $132 | $64+106.1% | $4,882-97.3% | $92+43.2% |