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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON Service code 16 WILLIS TOWER · CHICAGO, IL 60606 | Consulting | $77,920 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $38,423 |
CAMARILLO CONSULTING1 year Service code 16 11202 ASHFORD HILLS DRIVE · SUGAR LAND, TX 77478 | Consulting | $16,250 |
WEAVER AND TIDWELL, LLP1 year Service code 10 2821 WEST 7TH STREET · FORT WORTH, TX 76107 | Accounting | $11,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $402,489 | $92,224+336.4% | $76,768+424.3% | $135,381+197.3% |
| Participation rate | 0.0% | 79.8%-79.8pp | 77.0%-77.0pp | 82.6%-82.6pp |
| Annual return | -4.90% | 5.46%-10.4pp | 2.43%-7.3pp | 519.81%-524.7pp |
| Employer contribution / active EE | $67 | $3,216-97.9% | $2,485-97.3% | $4,779-98.6% |
| Participant deferral / active EE | $0 | $4,509-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $381 | $10,750-96.5% | $6,676-94.3% | $10,828-96.5% |