Filed June 21, 2017
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| 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 | $106,264+1.6% | $147,117-26.6% | $77,762+38.9% |
| Participation rate | 98.5% | 78.4%+20.1pp | 82.2%+16.3pp | 70.6%+27.9pp |
| Annual return | 12.75% | 56.94%-44.2pp | 420.54%-407.8pp | 31.27%-18.5pp |
| Employer contribution / active EE | $6,930 | $4,074+70.1% | $4,932+40.5% | $2,728+154.0% |
| Participant deferral / active EE | $10,661 | $8,003+33.2% | $8,065+32.2% | $4,651+129.2% |
| Admin fee / account holder | $179 | $334-46.5% | $12,993-98.6% | $433-58.7% |