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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $156,681 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON DELAWARE, INC. Service code 27 · EIN 53-0181291 | Advisory (Plan) | $69,685 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $51,454 |
REINHART BOERNER VAN DEUREN S.C.4+ years Service code 29 · EIN 39-1126909 | Legal | $6,275 |
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 | $165,746 | $37,884+337.5% | $79,472+108.6% | $75,289+120.1% |
| Participation rate | 86.3% | 65.0%+21.3pp | 73.3%+13.0pp | 72.4%+13.9pp |
| Annual return | -4.05% | 1.06%-5.1pp | 718.32%-722.4pp | -0.04%-4.0pp |
| Employer contribution / active EE | $2,828 | $1,680+68.3% | $2,801+1.0% | $2,405+17.6% |
| Participant deferral / active EE | $7,516 | $2,569+192.6% | $3,704+102.9% | $3,739+101.0% |
| Admin fee / account holder | $234 | $77+205.9% | $5,104-95.4% | $102+128.9% |