Filed April 6, 2018 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $410,422 |
AON CONSULTING4 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $14,424 |
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 | $69,181 | $53,531+29.2% | $86,251-19.8% | $96,393-28.2% |
| Participation rate | 40.0% | 53.4%-13.4pp | 69.0%-28.9pp | 71.3%-31.2pp |
| Annual return | 18.70% | 20.51%-1.8pp | 1170.54%-1151.8pp | 22.88%-4.2pp |
| Employer contribution / active EE | $797 | $1,158-31.2% | $2,381-66.5% | $3,239-75.4% |
| Participant deferral / active EE | $1,250 | $1,965-36.4% | $3,987-68.6% | $5,455-77.1% |
| Admin fee / account holder | $30 | $55-45.9% | $6,857-99.6% | $74-59.4% |