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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $474,181 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON Service code 15 · EIN 52-1868818 | Recordkeeping | $280,000 |
LANE GORMAN TRUBITT, PLLC5+ years Filed as: LANE GORMAN TRUBITT Service code 16 · EIN 75-1044330 | Consulting | $34,000 |
Filed as: BANCO POPULAR DE P.R. Service code 21 · EIN 66-0561870 | Bank Trustee | $13,475 |
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 | $190,667 | $41,617+358.2% | $84,646+125.3% | $77,775+145.2% |
| Participation rate | 93.7% | 45.0%+48.7pp | 68.2%+25.5pp | 73.2%+20.5pp |
| Annual return | 22.59% | 24.97%-2.4pp | 258.85%-236.3pp | 32.58%-10.0pp |
| Employer contribution / active EE | $5,934 | $1,061+459.2% | $2,654+123.6% | $2,504+137.0% |
| Participant deferral / active EE | $10,702 | $2,129+402.7% | $3,901+174.3% | $3,966+169.8% |
| Admin fee / account holder | $137 | $121+12.9% | $4,915-97.2% | $100+36.4% |