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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $326,577 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING IN Service code 27 · EIN 36-3109431 39584 TREASURY CENTER · CHICAGO, IL 606949500 | Advisory (Plan) | $42,800 |
Service code 27 · EIN 38-2117812 3707 W MAPLE RD · BLOOMFIELD HILLS, MI 48301 | Advisory (Plan) | $40,885 |
Filed as: ADVISED ASSETS GROUP Service code 28 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,368 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,084 | $48,116-4.2% | $99,489-53.7% | $77,775-40.7% |
| Participation rate | 94.6% | 60.0%+34.7pp | 73.8%+20.8pp | 73.2%+21.4pp |
| Annual return | 27.52% | 23.23%+4.3pp | 30.72%-3.2pp | 32.58%-5.1pp |
| Employer contribution / active EE | $1,998 | $1,057+89.1% | $2,541-21.4% | $2,504-20.2% |
| Participant deferral / active EE | $6,455 | $2,238+188.5% | $3,619+78.3% | $3,966+62.8% |
| Admin fee / account holder | $70 | $87-20.1% | $6,254-98.9% | $100-30.3% |