Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $87,015 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $68,787 |
WILLIS TOWERS WATSON US LLC8+ years Filed as: TOWERS WATSON Service code 16 · EIN 52-1868818 | Consulting | $40,250 |
Filed as: REINHART BOERNER VAN Service code 29 · EIN 39-1126909 | Legal | $21,879 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,860 | $47,766+270.3% | $82,768+113.7% | $64,829+172.8% |
| Participation rate | 83.7% | 67.7%+16.0pp | 72.6%+11.1pp | 71.5%+12.2pp |
| Annual return | -16.51% | -13.06%-3.5pp | 702.70%-719.2pp | 32.85%-49.4pp |
| Employer contribution / active EE | $2,651 | $2,182+21.5% | $3,008-11.9% | $2,507+5.7% |
| Participant deferral / active EE | $7,614 | $3,332+128.5% | $4,395+73.2% | $4,312+76.6% |
| Admin fee / account holder | $221 | $143+54.5% | $5,326-95.9% | $188+17.6% |