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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $641,373 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $122,616 |
WILLIS TOWERS WATSON US LLC7 years Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 52-1868818 | Consulting | $115,291 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $89,250 |
Filed as: HARTER SECREST EMERY LLP Service code 29 · EIN 16-0766172 | Legal | $5,418 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $87,566 | $99,313-11.8% | $100,415-12.8% | $99,313-11.8% |
| Participation rate | 91.0% | 71.7%+19.3pp | 81.5%+9.5pp | 71.7%+19.3pp |
| Annual return | 12.25% | 17.67%-5.4pp | 49.47%-37.2pp | 17.67%-5.4pp |
| Employer contribution / active EE | $185 | $3,264-94.3% | $3,943-95.3% | $3,264-94.3% |
| Participant deferral / active EE | $5,326 | $5,346-0.4% | $8,091-34.2% | $5,346-0.4% |
| Admin fee / account holder | $54 | $109-50.2% | $7,906-99.3% | $109-50.2% |