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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,028,870 |
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 52-1868818 | Consulting | $108,312 |
ERNST & YOUNG LLP5 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $100,000 |
INSERO & CO. CPAS, LLP1 year Filed as: INSERO & CO Service code 10 · EIN 47-5324570 | Accounting | $47,600 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,409 |
Service code 16 · EIN 16-0766172 | Consulting | $24,573 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,268 | $159,295-48.4% | $108,421-24.1% | $106,520-22.8% |
| Participation rate | 89.0% | 85.5%+3.4pp | 80.1%+8.8pp | 71.3%+17.6pp |
| Annual return | 47.01% | 17.79%+29.2pp | 905.61%-858.6pp | 19.28%+27.7pp |
| Employer contribution / active EE | $523 | $3,803-86.2% | $3,560-85.3% | $2,840-81.6% |
| Participant deferral / active EE | $4,450 | $9,392-52.6% | $6,564-32.2% | $4,948-10.1% |
| Admin fee / account holder | $63 | $99-35.9% | $7,298-99.1% | $75-15.1% |