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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TOWERS WATSON INVESTMENT SERS, INC Service code 16 · EIN 52-1868818 | Consulting | $184,804 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $112,301 |
Service code 37 · EIN 04-2647786 | Loan Processing | $60,657 |
WILLIS TOWERS WATSON US LLC2 years Service code 16 · EIN 53-0181291 | Consulting | $52,500 |
SINGERLEWAK LLP1 year Filed as: SINGER LEWAK LLP Service code 10 · EIN 95-2302617 | Accounting | $17,005 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,127 | $130,052-43.8% | $86,717-15.7% | $77,906-6.1% |
| Participation rate | 77.9% | 85.9%-8.0pp | 76.6%+1.3pp | 73.7%+4.2pp |
| Annual return | -16.19% | -12.73%-3.5pp | 35.97%-52.2pp | 12.16%-28.4pp |
| Employer contribution / active EE | $3,188 | $3,214-0.8% | $2,837+12.4% | $2,846+12.0% |
| Participant deferral / active EE | $4,608 | $5,741-19.7% | $4,657-1.0% | $4,805-4.1% |
| Admin fee / account holder | $119 | $132-9.8% | $7,494-98.4% | $133-10.2% |