Filed December 9, 2019
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 28 · EIN 52-1868818 | Investment Management | $76,700 |
Service code 18 · EIN 13-5160382 | Custodial (other than securities); Sh... | $45,230 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $247,553-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 2.3%-2.3pp |
| Annual return | 9.57% | 18.04%-8.5pp | 32.33%-22.8pp | 37.77%-28.2pp |
| Employer contribution / active EE | $13,320 | $10,357+28.6% | $33,964-60.8% | $15,798-15.7% |
| Participant deferral / active EE | $0 | $180-100.0% | $43-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,141-100.0% | $9,287-100.0% |