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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,080 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $5,644 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,940 | $78,636-22.5% | $105,607-42.3% | $74,459-18.2% |
| Participation rate | 93.4% | 72.8%+20.6pp | 75.3%+18.1pp | 67.2%+26.2pp |
| Annual return | -61.96% | 15.96%-77.9pp | 116.11%-178.1pp | 1369.70%-1431.7pp |
| Employer contribution / active EE | $6,747 | $2,523+167.4% | $3,167+113.1% | $2,626+157.0% |
| Participant deferral / active EE | $8,721 | $4,322+101.8% | $5,011+74.0% | $4,350+100.5% |
| Admin fee / account holder | $135 | $2,220-93.9% | $10,958-98.8% | $1,945-93.1% |