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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,005,346 |
WILLIS TOWERS WATSON US LLC5 years Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 52-1868818 | Consulting | $105,000 |
ERNST & YOUNG LLP6 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $85,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $72,601 |
HARTER SECREST & EMERY LLP2 years Service code 29 · EIN 16-0766172 | Legal | $18,989 |
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 | $69,807 | $125,578-44.4% | $86,460-19.3% | $89,433-21.9% |
| Participation rate | 89.1% | 86.1%+2.9pp | 80.3%+8.7pp | 71.3%+17.8pp |
| Annual return | -14.75% | -16.42%+1.7pp | 4399.82%-4414.6pp | -11.88%-2.9pp |
| Employer contribution / active EE | $1,181 | $4,137-71.5% | $3,771-68.7% | $3,021-60.9% |
| Participant deferral / active EE | $5,289 | $9,976-47.0% | $6,954-23.9% | $5,125+3.2% |
| Admin fee / account holder | $62 | $94-34.0% | $6,727-99.1% | $79-21.7% |