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| Provider | Service type | Compensation |
|---|---|---|
GEORGE JOHNSON & COMPANY4+ years Service code 10 · EIN 38-2029668 | Accounting | $17,400 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $15,832 |
WILLIS TOWERS WATSON US LLC4+ 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 | $11,928 | $35,485-66.4% | $74,552-84.0% | $55,725-78.6% |
| Participation rate | 97.8% | 62.5%+35.3pp | 69.1%+28.7pp | 70.9%+27.0pp |
| Annual return | -5.71% | 0.72%-6.4pp | 32.53%-38.2pp | 244.93%-250.6pp |
| Employer contribution / active EE | $791 | $777+1.7% | $1,961-59.7% | $2,078-61.9% |
| Participant deferral / active EE | $0 | $2,181-100.0% | $3,108-100.0% | $3,356-100.0% |
| Admin fee / account holder | $56 | $114-51.1% | $5,060-98.9% | $115-51.5% |