Filed June 13, 2022 (most recent of 5 filings on file)
Total covered: 182 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $356,330 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $213,561 |
TRAVELLER & COMPANY LLC7 years Service code 10 · EIN 87-0668060 | Accounting | $7,995 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,070 | $117,148-78.6% | $67,575-62.9% | $99,314-74.8% |
| Participation rate | 83.3% | 72.7%+10.6pp | 72.9%+10.4pp | 71.7%+11.6pp |
| Annual return | 13.67% | 14.15%-0.5pp | 3528.98%-3515.3pp | 17.67%-4.0pp |
| Employer contribution / active EE | $1,013 | $4,623-78.1% | $2,736-63.0% | $3,264-69.0% |
| Participant deferral / active EE | $2,249 | $4,782-53.0% | $4,003-43.8% | $5,346-57.9% |
| Admin fee / account holder | $74 | $50+46.7% | $3,993-98.2% | $109-32.7% |