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| Provider | Service type | Compensation |
|---|---|---|
GEORGE JOHNSON & COMPANY3+ years Service code 10 · EIN 32-2029668 | Accounting | $17,399 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $15,780 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 16 · EIN 53-0181291 | Consulting | $6,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,817 | $48,064-73.3% | $78,778-83.7% | $69,631-81.6% |
| Participation rate | 97.8% | 61.6%+36.3pp | 69.2%+28.6pp | 70.7%+27.1pp |
| Annual return | 14.39% | 21.81%-7.4pp | 35.62%-21.2pp | 27571.02%-27556.6pp |
| Employer contribution / active EE | $756 | $744+1.7% | $1,986-61.9% | $2,032-62.8% |
| Participant deferral / active EE | $0 | $2,079-100.0% | $2,958-100.0% | $3,224-100.0% |
| Admin fee / account holder | $57 | $152-62.7% | $5,134-98.9% | $110-48.6% |