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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $437,235 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON INVESTMENT SERVICES, Service code 16 · EIN 52-1868818 | Consulting | $55,406 |
PLANTE & MORAN, PLLC6+ years Service code 10 · EIN 38-1357951 | Accounting | $25,400 |
HELEN CLEVELAND PC4 years Filed as: HELEN CLEVELAND, P.C. Service code 16 · EIN 11-3672269 | Consulting | $12,375 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,728 | $124,049-26.1% | $95,968-4.4% | $93,223-1.6% |
| Participation rate | 87.7% | 88.4%-0.7pp | 77.1%+10.6pp | 74.9%+12.8pp |
| Annual return | 80.41% | 22.17%+58.2pp | 91.65%-11.2pp | 19.29%+61.1pp |
| Employer contribution / active EE | $1,808 | $3,478-48.0% | $2,542-28.9% | $2,680-32.5% |
| Participant deferral / active EE | $3,793 | $6,147-38.3% | $4,167-9.0% | $4,563-16.9% |
| Admin fee / account holder | $89 | $73+22.5% | $6,798-98.7% | $79+12.4% |