Filed June 21, 2017
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $17,174 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $9,366 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $108,006 | $106,247+1.7% | $147,096-26.6% | $77,714+39.0% |
| Participation rate | 98.5% | 78.4%+20.1pp | 82.2%+16.3pp | 70.6%+27.9pp |
| Annual return | 12.75% | 56.87%-44.1pp | 419.75%-407.0pp | 31.26%-18.5pp |
| Employer contribution / active EE | $6,930 | $4,069+70.3% | $4,936+40.4% | $2,727+154.2% |
| Participant deferral / active EE | $10,661 | $7,996+33.3% | $8,071+32.1% | $4,649+129.3% |
| Admin fee / account holder | $179 | $338-47.1% | $13,005-98.6% | $433-58.7% |