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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $5,019,958 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $402,271 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON DELAWARE, INC. Service code 30 · EIN 53-0181291 | Employee (plan); Other services; Dire... | $10,450 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $417,439 | $80,412+419.1% | $109,143+282.5% | $101,517+311.2% |
| Participation rate | 95.6% | 84.4%+11.2pp | 75.9%+19.7pp | 74.6%+21.0pp |
| Annual return | 10.69% | 16.17%-5.5pp | 25.75%-15.1pp | 21.00%-10.3pp |
| Employer contribution / active EE | $12,129 | $3,731+225.1% | $3,722+225.9% | $2,973+307.9% |
| Participant deferral / active EE | $15,438 | $3,396+354.6% | $4,653+231.8% | $4,873+216.8% |
| Admin fee / account holder | $351 | $135+160.5% | $6,752-94.8% | $139+152.0% |