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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC10+ years Filed as: TOWERS WATSON Service code 27 · EIN 52-1868818 | Advisory (Plan) | $88,535 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $81,012 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $59,175 |
Filed as: REINHART BOERNER VAN Service code 29 · EIN 39-1126909 | Legal | $27,822 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,334 | $65,908+179.7% | $81,812+125.3% | $77,643+137.4% |
| Participation rate | 94.1% | 65.8%+28.3pp | 72.3%+21.8pp | 70.6%+23.5pp |
| Annual return | 10.94% | 26.64%-15.7pp | 773.79%-762.9pp | 31.24%-20.3pp |
| Employer contribution / active EE | $3,609 | $2,370+52.2% | $2,912+23.9% | $2,726+32.4% |
| Participant deferral / active EE | $8,670 | $3,505+147.3% | $4,319+100.8% | $4,647+86.6% |
| Admin fee / account holder | $249 | $526-52.6% | $7,386-96.6% | $430-42.1% |