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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 59-1531281 | Consulting | $69,277 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $61,852 |
GEORGE JOHNSON & COMPANY2 years Service code 10 · EIN 38-2029668 | Accounting | $15,900 |
BUTZEL LONG1 year Service code 16 · EIN 38-2384883 | Consulting | $8,489 |
Filed as: FIDELITY INV. INST. OPER. CO. Service code 37 · EIN 04-2647786 | Loan Processing | -$100,251 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,247 | $176,471+24.2% | $95,968+128.5% | $90,274+142.9% |
| Participation rate | 98.6% | 86.6%+12.0pp | 77.1%+21.5pp | 73.4%+25.2pp |
| Annual return | 17.40% | 20.15%-2.8pp | 91.65%-74.3pp | 53.97%-36.6pp |
| Employer contribution / active EE | $7,550 | $2,783+171.3% | $2,542+197.1% | $2,523+199.2% |
| Participant deferral / active EE | $11,009 | $5,325+106.7% | $4,167+164.2% | $4,231+160.2% |
| Admin fee / account holder | $119 | $154-22.7% | $6,798-98.2% | $114+4.6% |