Filed August 3, 2023 (most recent of 3 filings on file)
Total covered: 616 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TOWERS WATSON INVESTMENT Service code 27 · EIN 52-1868818 | Advisory (Plan) | $349,425 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $343,440 |
Filed as: WILLIS TOWER WATSON US Service code 13 · EIN 53-0181291 | Contract Administrator | $16,663 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $113,948 | $122,128-6.7% | $147,117-22.5% | $200,096-43.1% |
| Participation rate | 93.6% | 78.2%+15.4pp | 82.2%+11.4pp | 72.0%+21.6pp |
| Annual return | 18.44% | 30.58%-12.1pp | 420.54%-402.1pp | 34.26%-15.8pp |
| Employer contribution / active EE | $1,711 | $4,093-58.2% | $4,932-65.3% | $3,038-43.7% |
| Participant deferral / active EE | $11,941 | $8,484+40.7% | $8,065+48.1% | $5,090+134.6% |
| Admin fee / account holder | $178 | $180-0.8% | $12,993-98.6% | $269-33.9% |