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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST. INST. OPR. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $60,876 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 11 · EIN 38-3380735 | Actuarial | $5,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,917 | $65,118-63.3% | $76,767-68.8% | $55,725-57.1% |
| Participation rate | 79.8% | 79.6%+0.2pp | 77.0%+2.8pp | 70.9%+8.9pp |
| Annual return | -10.06% | -1.27%-8.8pp | 2.43%-12.5pp | 244.93%-255.0pp |
| Employer contribution / active EE | $2,310 | $1,941+19.0% | $2,485-7.1% | $2,078+11.1% |
| Participant deferral / active EE | $1,978 | $3,688-46.4% | $3,852-48.6% | $3,356-41.1% |
| Admin fee / account holder | $87 | $116-24.9% | $6,675-98.7% | $115-24.5% |