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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Filed as: AON CORPORATION Service code 50 200 E. RANDOLPH STREET · CHICAGO, IL 60601 | Direct Payment | $26,000 |
MERCER1+ years Filed as: MERCER HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 02062 | Recordkeeping | $12,086 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS MCDONALD CO. INC. Service code 50 44 WEST 62ND STREET · NEW YORK, NY 10023 | Direct Payment | $9,334 |
MERCER1+ years Filed as: MERCER HR SERVICES, INC. Service code 15 | Recordkeeping | $3,510 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,691 | $75,760-51.6% | $123,105-70.2% | $59,188-38.0% |
| Participation rate | 56.0% | 86.0%-30.1pp | 86.8%-30.8pp | 69.4%-13.4pp |
| Annual return | 3.70% | 2.93%+0.8pp | 13.22%-9.5pp | 5.51%-1.8pp |
| Employer contribution / active EE | $253 | $3,415-92.6% | $5,151-95.1% | $2,098-87.9% |
| Participant deferral / active EE | $1,737 | $5,000-65.3% | $6,229-72.1% | $3,265-46.8% |
| Admin fee / account holder | $29 | $61-51.4% | $9,014-99.7% | $92-68.0% |