Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $799,780 |
WILLIS TOWERS WATSON US LLC6+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 16 · EIN 52-1868818 | Consulting | $86,601 |
CROWE LLP4 years Service code 16 · EIN 38-0921680 | Consulting | $34,625 |
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 | $72,419 | $123,048-41.1% | $81,988-11.7% | $106,273-31.9% |
| Participation rate | 92.7% | 65.1%+27.6pp | 69.3%+23.4pp | 70.8%+21.9pp |
| Annual return | 16.28% | 14.83%+1.5pp | 41.32%-25.0pp | 21.70%-5.4pp |
| Employer contribution / active EE | $3,221 | $3,893-17.3% | $2,499+28.9% | $2,722+18.3% |
| Participant deferral / active EE | $4,271 | $4,168+2.5% | $3,723+14.7% | $4,601-7.2% |
| Admin fee / account holder | $91 | $116-21.9% | $5,666-98.4% | $78+15.9% |