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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $510,675 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON, INC. Service code 16 · EIN 52-1868818 | Consulting | $113,134 |
Filed as: SARBEY, LEXOW & KAUFMAN LLC Service code 10 · EIN 65-1014182 | Accounting | $21,889 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,054 | $65,673-11.6% | $109,191-46.8% | $106,520-45.5% |
| Participation rate | 37.9% | 82.6%-44.7pp | 75.9%-37.9pp | 71.3%-33.4pp |
| Annual return | 11.90% | 15.69%-3.8pp | 25.76%-13.9pp | 19.28%-7.4pp |
| Employer contribution / active EE | $338 | $4,042-91.6% | $3,723-90.9% | $2,840-88.1% |
| Participant deferral / active EE | $1,977 | $3,449-42.7% | $4,653-57.5% | $4,948-60.0% |
| Admin fee / account holder | $143 | $107+33.8% | $6,756-97.9% | $75+92.1% |