| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $37,465 |
EIDE BAILLY LLP3 years Service code 16 · EIN 45-0250958 | Consulting | $21,500 |
WILLIS TOWERS WATSON US LLC2 years Service code 16 · EIN 53-0181291 | Consulting | $16,600 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 16 · EIN 52-1868818 | Consulting | $13,430 |
Service code 16 · EIN 81-4017137 | Consulting | $5,222 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,848 | $81,948-5.0% | $90,767-14.2% | $64,829+20.1% |
| Participation rate | 96.0% | 80.5%+15.6pp | 75.7%+20.3pp | 71.5%+24.5pp |
| Annual return | -14.31% | -12.53%-1.8pp | -12.16%-2.2pp | 32.85%-47.2pp |
| Employer contribution / active EE | $3,854 | $3,067+25.6% | $2,922+31.9% | $2,507+53.7% |
| Participant deferral / active EE | $6,714 | $4,844+38.6% | $4,565+47.1% | $4,312+55.7% |
| Admin fee / account holder | $169 | $157+7.9% | $8,445-98.0% | $188-9.8% |