Filed January 22, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $153,484 |
BAKER NEWMAN NOYES1+ years Service code 10 · EIN 01-0494526 | Accounting | $11,200 |
AON CONSULTING1+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 27 · EIN 36-3109431 | Advisory (Plan) | $10,707 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $192,320 | $40,113+379.4% | $84,029+128.9% | $77,775+147.3% |
| Participation rate | 77.5% | 62.8%+14.7pp | 69.0%+8.5pp | 73.2%+4.3pp |
| Annual return | 0.00% | 23.27%-23.3pp | 71.32%-71.3pp | 32.58%-32.6pp |
| Employer contribution / active EE | $3,274 | $847+286.6% | $1,984+65.1% | $2,504+30.8% |
| Participant deferral / active EE | $5,666 | $2,030+179.1% | $3,239+74.9% | $3,966+42.9% |
| Admin fee / account holder | $39 | $92-57.4% | $6,102-99.4% | $100-61.0% |