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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $63,222 |
Filed as: TOWERS WATSON INVESTMENT SERVICES I Service code 27 · EIN 52-1868818 800 N GLEBE RD · ARLINGTON, VA 22203 | Advisory (Plan) | $22,545 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,007 |
KESTRA INVESTMENT SERVICES LLC2+ years Service code 27 · EIN 35-2552359 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Advisory (Plan) | $10,002 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,167 | $89,093-39.2% | $102,434-47.1% | $77,736-30.3% |
| Participation rate | 93.0% | 80.9%+12.0pp | 76.5%+16.5pp | 70.6%+22.4pp |
| Annual return | 13.35% | 25.03%-11.7pp | 29.46%-16.1pp | 31.26%-17.9pp |
| Employer contribution / active EE | $3,366 | $2,699+24.7% | $3,023+11.4% | $2,728+23.4% |
| Participant deferral / active EE | $5,118 | $5,147-0.6% | $5,055+1.2% | $4,651+10.0% |
| Admin fee / account holder | $177 | $236-24.8% | $9,462-98.1% | $433-59.1% |