Filed April 6, 2018 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $427,952 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $14,182 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,768 | $55,785+32.2% | $96,583-23.6% | $106,520-30.7% |
| Participation rate | 40.1% | 53.4%-13.3pp | 69.8%-29.7pp | 71.3%-31.2pp |
| Annual return | 15.78% | 17.66%-1.9pp | 37.79%-22.0pp | 19.28%-3.5pp |
| Employer contribution / active EE | $764 | $1,042-26.6% | $2,357-67.6% | $2,840-73.1% |
| Participant deferral / active EE | $1,166 | $1,782-34.6% | $3,850-69.7% | $4,948-76.4% |
| Admin fee / account holder | $33 | $59-43.7% | $6,184-99.5% | $75-55.7% |