Filed April 6, 2018 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $468,374 |
AON CONSULTING5 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $15,246 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $74,450 | $57,150+30.3% | $93,727-20.6% | $106,553-30.1% |
| Participation rate | 42.3% | 49.1%-6.8pp | 68.7%-26.4pp | 69.8%-27.5pp |
| Annual return | 13.29% | 15.81%-2.5pp | 133.83%-120.5pp | 17.37%-4.1pp |
| Employer contribution / active EE | $839 | $1,015-17.4% | $2,421-65.4% | $3,359-75.0% |
| Participant deferral / active EE | $1,363 | $1,853-26.5% | $4,417-69.2% | $5,562-75.5% |
| Admin fee / account holder | $33 | $64-48.7% | $8,292-99.6% | $80-58.6% |