| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2 years Service code 16 39584 TREASURY CENTER · CHICAGO, IL 60694 | Consulting | $138,500 |
MORNINGSTAR3+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $79,999 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $78,491 |
ERNST & YOUNG LLP3+ years Filed as: ERNST AND YOUNG LLP Service code 10 P.O. BOX 640382 · PITTSBURGH, PA 15264 | Accounting | $61,800 |
Filed as: WILLIS TOWERS WATSON Service code 16 1500 MARKET ST · PHILADELPHIA, PA 19102 | Consulting | $55,000 |
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 | $79,593 | $80,976-1.7% | $115,752-31.2% | $80,976-1.7% |
| Participation rate | 81.2% | 68.3%+12.9pp | 77.8%+3.4pp | 68.3%+12.9pp |
| Annual return | 18.91% | 22.91%-4.0pp | 19.41%-0.5pp | 22.91%-4.0pp |
| Employer contribution / active EE | $3,947 | $2,402+64.3% | $3,492+13.0% | $2,402+64.3% |
| Participant deferral / active EE | $4,175 | $3,848+8.5% | $5,204-19.8% | $3,848+8.5% |
| Admin fee / account holder | $11 | $67-83.3% | $6,278-99.8% | $67-83.3% |