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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $91,800 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON INVESTMENT SERVICES, Service code 27 · EIN 52-1868818 | Advisory (Plan) | $18,750 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,278 | $71,142-71.5% | $119,634-83.1% | $64,824-68.7% |
| Participation rate | 90.2% | 78.6%+11.6pp | 79.3%+11.0pp | 71.5%+18.8pp |
| Annual return | -15.37% | -10.01%-5.4pp | -14.98%-0.4pp | 32.84%-48.2pp |
| Employer contribution / active EE | $880 | $2,497-64.8% | $4,232-79.2% | $2,507-64.9% |
| Participant deferral / active EE | $2,721 | $4,490-39.4% | $5,601-51.4% | $4,311-36.9% |
| Admin fee / account holder | $104 | $162-36.0% | $10,329-99.0% | $188-44.8% |