Filed January 22, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $156,415 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $13,677 |
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 | $232,575 | $48,166+382.9% | $96,583+140.8% | $93,010+150.1% |
| Participation rate | 74.3% | 65.1%+9.2pp | 69.8%+4.5pp | 73.9%+0.4pp |
| Annual return | 13.61% | 21.31%-7.7pp | 37.79%-24.2pp | 158.70%-145.1pp |
| Employer contribution / active EE | $3,600 | $1,070+236.5% | $2,357+52.7% | $2,705+33.1% |
| Participant deferral / active EE | $6,537 | $2,576+153.8% | $3,850+69.8% | $4,561+43.3% |
| Admin fee / account holder | $42 | $110-62.2% | $6,184-99.3% | $152-72.5% |