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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $516,731 |
WILLIS TOWERS WATSON US LLC4 years Filed as: TOWERS WATSON INVESTMENT SERVICES, Service code 16 · EIN 52-1868818 | Consulting | $62,521 |
PLANTE & MORAN, PLLC6 years Filed as: PLANTE MORAN Service code 16 · EIN 38-1357951 | Consulting | $32,500 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,704 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,741 | $106,087-24.8% | $86,717-8.0% | $78,104+2.1% |
| Participation rate | 89.4% | 89.6%-0.2pp | 76.6%+12.8pp | 74.5%+14.9pp |
| Annual return | -15.15% | -14.87%-0.3pp | 35.97%-51.1pp | 10.90%-26.1pp |
| Employer contribution / active EE | $2,758 | $4,110-32.9% | $2,837-2.8% | $3,128-11.8% |
| Participant deferral / active EE | $5,883 | $6,851-14.1% | $4,657+26.3% | $5,089+15.6% |
| Admin fee / account holder | $95 | $81+16.5% | $7,494-98.7% | $79+19.9% |