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 INVESTMENT CONSULTING Service code 27 · EIN 36-3109431 | Advisory (Plan) | $155,225 |
Service code 37 · EIN 04-2647786 | Loan Processing | $67,719 |
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 | $381,097 | $124,049+207.2% | $95,968+297.1% | $93,223+308.8% |
| Participation rate | 98.2% | 88.4%+9.9pp | 77.1%+21.1pp | 74.9%+23.3pp |
| Annual return | 19.15% | 22.17%-3.0pp | 91.65%-72.5pp | 19.29%-0.1pp |
| Employer contribution / active EE | $9,431 | $3,478+171.2% | $2,542+271.1% | $2,680+252.0% |
| Participant deferral / active EE | $13,007 | $6,147+111.6% | $4,167+212.2% | $4,563+185.0% |
| Admin fee / account holder | $37 | $73-49.4% | $6,798-99.5% | $79-53.5% |