Filed April 6, 2018 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $302,545 |
AON CONSULTING1+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 27 · EIN 36-3109431 | Advisory (Plan) | $10,162 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,434 | $38,510+31.0% | $74,549-32.3% | $73,367-31.3% |
| Participation rate | 58.5% | 53.5%+5.0pp | 69.1%-10.6pp | 69.5%-10.9pp |
| Annual return | 0.00% | -0.94%+0.9pp | 32.54%-32.5pp | 173.45%-173.5pp |
| Employer contribution / active EE | $905 | $774+17.0% | $1,961-53.9% | $2,499-63.8% |
| Participant deferral / active EE | $1,404 | $1,421-1.1% | $3,108-54.8% | $4,033-65.2% |
| Admin fee / account holder | $43 | $52-17.6% | $5,059-99.2% | $68-37.4% |