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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST. INST. OPR. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $58,087 |
AON CONSULTING3 years Filed as: AON CONSULTING, INC. Service code 27 · EIN 22-2232264 | Advisory (Plan) | $11,862 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,947 | $79,519-63.6% | $95,964-69.8% | $73,412-60.6% |
| Participation rate | 89.8% | 81.2%+8.7pp | 77.1%+12.8pp | 72.2%+17.7pp |
| Annual return | 14.54% | 19.20%-4.7pp | 91.64%-77.1pp | 59.30%-44.8pp |
| Employer contribution / active EE | $3,035 | $2,048+48.2% | $2,541+19.4% | $2,234+35.9% |
| Participant deferral / active EE | $2,276 | $4,138-45.0% | $4,167-45.4% | $3,806-40.2% |
| Admin fee / account holder | $76 | $184-58.6% | $6,797-98.9% | $158-51.6% |