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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $44,411 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON INVESTMENT SERVICES I Service code 27 · EIN 52-1868818 | Advisory (Plan) | $25,776 |
INNOVEST PORTFOLIO SOLUTIONS LLC1+ years Service code 27 · EIN 84-1612955 | Advisory (Plan) | $10,538 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,798 | $48,314+85.9% | $67,561+32.9% | $80,925+11.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | -61.40% | 18.28%-79.7pp | 3525.44%-3586.8pp | 35.65%-97.0pp |
| Employer contribution / active EE | $9,609 | $2,022+375.3% | $2,735+251.4% | $2,756+248.6% |
| Participant deferral / active EE | $24,060 | $2,927+722.1% | $4,003+501.1% | $4,299+459.7% |
| Admin fee / account holder | $558 | $3,690-84.9% | $4,006-86.1% | $6,940-92.0% |