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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $749,323 |
Filed as: TOWERS WATSON INVESTMENT SERVICES' Service code 16 · EIN 52-1868818 | Consulting | $97,043 |
CROWE LLP7 years Service code 16 · EIN 35-0921680 | Consulting | $38,130 |
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 | $77,587 | $119,999-35.3% | $70,589+9.9% | $96,393-19.5% |
| Participation rate | 94.8% | 66.2%+28.6pp | 68.4%+26.5pp | 71.3%+23.6pp |
| Annual return | 16.94% | 20.36%-3.4pp | 32.80%-15.9pp | 22.88%-5.9pp |
| Employer contribution / active EE | $3,998 | $4,602-13.1% | $2,977+34.3% | $3,239+23.5% |
| Participant deferral / active EE | $5,673 | $4,604+23.2% | $4,569+24.2% | $5,455+4.0% |
| Admin fee / account holder | $88 | $95-7.4% | $6,430-98.6% | $74+18.6% |