Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $440,185 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 16 · EIN 52-1868818 | Consulting | $75,451 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $46,557 |
PLANTE & MORAN, PLLC9+ years Service code 16 · EIN 38-1357951 | Consulting | $45,050 |
HELEN CLEVELAND PC1 year Service code 16 · EIN 11-3672269 | Consulting | $7,176 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,469 | $118,464-21.1% | $96,564-3.2% | $103,657-9.8% |
| Participation rate | 91.6% | 89.0%+2.6pp | 76.0%+15.6pp | 73.4%+18.2pp |
| Annual return | 18.14% | 18.79%-0.7pp | 25.89%-7.7pp | 33.13%-15.0pp |
| Employer contribution / active EE | $3,313 | $4,210-21.3% | $2,967+11.7% | $3,216+3.0% |
| Participant deferral / active EE | $6,541 | $7,277-10.1% | $4,852+34.8% | $5,218+25.4% |
| Admin fee / account holder | $95 | $81+17.0% | $8,256-98.9% | $114-16.9% |