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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Filed as: WTW INVESTMENT MANAGEMENT CONSULTI Service code 16 · EIN 53-0181291 | Consulting | $203,421 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $116,147 |
SINGERLEWAK LLP5+ years Filed as: SINGER LEWAK Service code 10 · EIN 95-2302617 | Accounting | $20,700 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$23,167 |
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 | $105,391 | $110,258-4.4% | $102,460+2.9% | $200,096-47.3% |
| Participation rate | 90.6% | 86.3%+4.3pp | 76.5%+14.1pp | 72.0%+18.5pp |
| Annual return | 12.92% | 35.78%-22.9pp | 29.47%-16.6pp | 34.26%-21.3pp |
| Employer contribution / active EE | $4,079 | $3,605+13.1% | $3,025+34.8% | $3,038+34.3% |
| Participant deferral / active EE | $6,045 | $6,377-5.2% | $5,056+19.5% | $5,090+18.8% |
| Admin fee / account holder | $181 | $122+48.4% | $9,460-98.1% | $269-32.6% |