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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $139,410 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON INVESTMENT SERVICES, Service code 27 · EIN 52-1868818 | Advisory (Plan) | $18,750 |
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 | $123,044 | $84,000+46.5% | $119,634+2.9% | $77,906+57.9% |
| Participation rate | 93.9% | 77.8%+16.0pp | 79.3%+14.6pp | 73.7%+20.2pp |
| Annual return | -14.78% | -11.59%-3.2pp | -14.98%+0.2pp | 12.16%-26.9pp |
| Employer contribution / active EE | $3,664 | $2,907+26.0% | $4,232-13.4% | $2,846+28.7% |
| Participant deferral / active EE | $7,803 | $4,705+65.9% | $5,601+39.3% | $4,805+62.4% |
| Admin fee / account holder | $106 | $116-8.6% | $10,329-99.0% | $133-20.1% |