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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $925,532 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 16 · EIN 52-1868818 | Consulting | $87,997 |
CROWE LLP6 years Service code 10 · EIN 35-0921680 | Accounting | $34,980 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,012 | $96,461-33.6% | $68,815-7.0% | $89,433-28.4% |
| Participation rate | 96.2% | 64.2%+32.0pp | 69.0%+27.2pp | 71.3%+24.9pp |
| Annual return | -16.14% | -13.05%-3.1pp | -6.37%-9.8pp | -11.88%-4.3pp |
| Employer contribution / active EE | $3,607 | $3,671-1.7% | $2,656+35.8% | $3,021+19.4% |
| Participant deferral / active EE | $5,136 | $4,123+24.6% | $3,943+30.3% | $5,125+0.2% |
| Admin fee / account holder | $93 | $102-9.1% | $4,936-98.1% | $79+16.6% |