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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TOWERS WATSON DELAWARE, INC. Service code 27 · EIN 52-1868818 | Advisory (Plan) | $69,400 |
Service code 37 · EIN 04-2647786 | Loan Processing | $68,994 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,502 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: WILLIAMS, WILLIS & ASSOCIATES, PC Service code 10 · EIN 45-2014170 | Accounting | $9,900 |
Filed as: REINHART BOERNER VAN DUREN S.C. Service code 29 · EIN 39-1126909 | Legal | $5,961 |
Form 5500 reported that benefits due were not provided when due.
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 | $146,786 | $34,495+325.5% | $78,677+86.6% | $63,975+129.4% |
| Participation rate | 85.2% | 60.8%+24.4pp | 73.6%+11.6pp | 71.1%+14.1pp |
| Annual return | 6.87% | 11.62%-4.8pp | 62.19%-55.3pp | 48.65%-41.8pp |
| Employer contribution / active EE | $2,205 | $1,398+57.7% | $2,850-22.6% | $2,182+1.1% |
| Participant deferral / active EE | $6,452 | $2,100+207.2% | $3,517+83.5% | $3,356+92.2% |
| Admin fee / account holder | $130 | $68+91.6% | $4,510-97.1% | $70+84.9% |