Filed January 22, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $105,785 |
AON CONSULTING4 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $13,116 |
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 | $210,434 | $44,714+370.6% | $86,251+144.0% | $80,187+162.4% |
| Participation rate | 71.6% | 63.6%+8.0pp | 69.0%+2.7pp | 72.9%-1.3pp |
| Annual return | 16.39% | 19.62%-3.2pp | 1170.54%-1154.1pp | 40.40%-24.0pp |
| Employer contribution / active EE | $3,494 | $1,102+217.1% | $2,381+46.7% | $2,980+17.3% |
| Participant deferral / active EE | $6,305 | $2,773+127.3% | $3,987+58.2% | $5,016+25.7% |
| Admin fee / account holder | $30 | $134-77.8% | $6,857-99.6% | $145-79.6% |