| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $56,422 |
Filed as: TOWERS WATSON INV SERVICES, INC. Service code 16 · EIN 52-1868818 | Consulting | $14,075 |
Service code 16 · EIN 53-0181291 | Consulting | $12,350 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,122 | $93,131-3.2% | $106,554-15.4% | $86,828+3.8% |
| Participation rate | 94.5% | 81.4%+13.1pp | 76.1%+18.4pp | 72.3%+22.2pp |
| Annual return | 4.10% | 19.45%-15.4pp | 26.80%-22.7pp | 97.95%-93.8pp |
| Employer contribution / active EE | $3,762 | $2,895+29.9% | $2,819+33.4% | $2,406+56.3% |
| Participant deferral / active EE | $6,501 | $4,708+38.1% | $4,398+47.8% | $4,132+57.3% |
| Admin fee / account holder | $147 | $145+1.3% | $7,408-98.0% | $170-13.3% |