Filed June 13, 1995
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON HEWITT INV. CONSULTING, INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $109,486 |
Service code 37 · EIN 04-2647786 | Loan Processing | $107,321 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $307,838 | $88,730+246.9% | $82,312+274.0% | $77,958+294.9% |
| Participation rate | 99.4% | 84.5%+14.9pp | 76.9%+22.6pp | 71.6%+27.8pp |
| Annual return | 17.45% | 20.88%-3.4pp | 25.88%-8.4pp | 20.87%-3.4pp |
| Employer contribution / active EE | $9,159 | $2,758+232.1% | $2,428+277.2% | $2,310+296.4% |
| Participant deferral / active EE | $12,668 | $4,634+173.4% | $3,706+241.8% | $3,537+258.2% |
| Admin fee / account holder | $54 | $74-26.5% | $5,608-99.0% | $97-44.2% |