Filed January 22, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $82,185 |
AON CONSULTING5 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $13,216 |
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 | $231,479 | $48,744+374.9% | $93,727+147.0% | $200,096+15.7% |
| Participation rate | 73.5% | 63.7%+9.8pp | 68.7%+4.8pp | 72.0%+1.5pp |
| Annual return | 12.90% | 15.36%-2.5pp | 133.83%-120.9pp | 34.26%-21.4pp |
| Employer contribution / active EE | $3,382 | $1,140+196.6% | $2,421+39.7% | $3,038+11.3% |
| Participant deferral / active EE | $6,315 | $2,825+123.6% | $4,417+43.0% | $5,090+24.1% |
| Admin fee / account holder | $24 | $195-87.6% | $8,292-99.7% | $269-91.0% |