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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $174,459 |
Filed as: TOWERS WATSON DELAWARE INC. Service code 16 · EIN 53-0181291 | Consulting | $11,500 |
CROWE LLP3 years Service code 16 · EIN 38-0921680 | Consulting | $10,500 |
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 | $19,278 | $67,598-71.5% | $75,906-74.6% | $77,775-75.2% |
| Participation rate | 83.3% | 69.6%+13.8pp | 69.3%+14.0pp | 73.2%+10.1pp |
| Annual return | 25.31% | 23.18%+2.1pp | 30.73%-5.4pp | 32.58%-7.3pp |
| Employer contribution / active EE | $1,118 | $2,430-54.0% | $2,501-55.3% | $2,504-55.4% |
| Participant deferral / active EE | $2,029 | $3,502-42.1% | $3,604-43.7% | $3,966-48.8% |
| Admin fee / account holder | $73 | $96-24.1% | $5,421-98.7% | $100-26.9% |