Filed January 22, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $142,999 |
AON CONSULTING3 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $13,284 |
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 | $188,981 | $39,973+372.8% | $79,591+137.4% | $77,906+142.6% |
| Participation rate | 72.3% | 64.6%+7.7pp | 69.5%+2.8pp | 73.7%-1.4pp |
| Annual return | -15.99% | 3.42%-19.4pp | 0.18%-16.2pp | 12.16%-28.2pp |
| Employer contribution / active EE | $3,490 | $1,088+220.8% | $2,413+44.6% | $2,846+22.6% |
| Participant deferral / active EE | $6,241 | $2,774+125.0% | $3,986+56.6% | $4,805+29.9% |
| Admin fee / account holder | $38 | $113-66.0% | $6,815-99.4% | $133-71.1% |