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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 27 · EIN 52-1868818 | Advisory (Plan) | $136,667 |
Filed as: BANCO POPULAR DE P.R. Service code 21 · EIN 66-0561870 | Bank Trustee | $30,524 |
LANE GORMAN TRUBITT, PLLC2+ years Filed as: LANE GORMAN TRUBITT Service code 10 · EIN 75-1044330 | Accounting | $14,600 |
Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,989 | $31,370+336.7% | $74,577+83.7% | $63,975+114.1% |
| Participation rate | 96.0% | 42.6%+53.5pp | 68.1%+27.9pp | 71.1%+24.9pp |
| Annual return | 8.02% | -105.16%+113.2pp | 20.47%-12.5pp | 48.65%-40.6pp |
| Employer contribution / active EE | $5,581 | $822+579.0% | $2,525+121.0% | $2,182+155.8% |
| Participant deferral / active EE | $9,193 | $1,560+489.3% | $3,458+165.8% | $3,356+173.9% |
| Admin fee / account holder | $25 | $77-67.8% | $4,138-99.4% | $70-64.9% |