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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $88,338 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 27 · EIN 52-1868818 | Advisory (Plan) | $70,300 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $40,232 |
Filed as: REINHART BOERNER VAN Service code 29 · EIN 39-1126909 | Legal | $12,570 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: WILLIAMS, WILLIS & ASSOCIATES, PC Service code 10 · EIN 45-2014170 | Accounting | $9,900 |
Form 5500 reported that benefits due were not provided when due.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,379 | $41,256+313.0% | $86,590+96.8% | $77,958+118.6% |
| Participation rate | 85.9% | 63.0%+22.9pp | 73.5%+12.3pp | 71.6%+14.2pp |
| Annual return | 17.58% | 17.67%-0.1pp | 964.84%-947.3pp | 20.87%-3.3pp |
| Employer contribution / active EE | $2,665 | $1,613+65.3% | $2,839-6.1% | $2,310+15.4% |
| Participant deferral / active EE | $7,111 | $2,332+204.9% | $3,609+97.1% | $3,537+101.1% |
| Admin fee / account holder | $170 | $71+140.9% | $4,906-96.5% | $97+75.0% |