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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $842,326 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 16 · EIN 52-1868818 | Consulting | $87,206 |
CROWE LLP3 years Service code 16 · EIN 38-0921680 | Consulting | $31,400 |
Filed as: TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $11,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,720 | $106,734-38.4% | $75,906-13.4% | $89,609-26.7% |
| Participation rate | 94.7% | 65.6%+29.0pp | 69.3%+25.4pp | 69.6%+25.1pp |
| Annual return | 20.89% | 24.20%-3.3pp | 30.73%-9.8pp | 33.65%-12.8pp |
| Employer contribution / active EE | $3,139 | $3,939-20.3% | $2,501+25.5% | $2,584+21.5% |
| Participant deferral / active EE | $4,272 | $3,965+7.7% | $3,604+18.5% | $4,222+1.2% |
| Admin fee / account holder | $96 | $80+20.3% | $5,421-98.2% | $72+34.5% |