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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $297,027 |
WILLIS TOWERS WATSON US LLC8+ years Filed as: TOWERS WATSON Service code 27 · EIN 52-1868818 | Advisory (Plan) | $286,667 |
LANE GORMAN TRUBITT, PLLC8+ years Filed as: LANE GORMAN TRUBITT Service code 10 · EIN 75-1044330 | Accounting | $39,200 |
Filed as: BANCO POPULAR DE P.R. Service code 16 · EIN 66-0561870 | Consulting | $22,368 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,817 |
Form 5500 reported that benefits due were not provided when due.
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 | $190,885 | $37,418+410.1% | $77,113+147.5% | $77,906+145.0% |
| Participation rate | 99.4% | 46.9%+52.5pp | 67.9%+31.5pp | 73.7%+25.7pp |
| Annual return | -17.44% | -7.13%-10.3pp | 42.37%-59.8pp | 12.16%-29.6pp |
| Employer contribution / active EE | $6,706 | $1,200+458.9% | $2,815+138.2% | $2,846+135.6% |
| Participant deferral / active EE | $12,255 | $2,572+376.5% | $4,430+176.6% | $4,805+155.0% |
| Admin fee / account holder | $142 | $126+12.8% | $5,445-97.4% | $133+7.3% |