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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING, Service code 16 · EIN 22-2232264 | Consulting | $58,000 |
COMPUTERSHARE US SER1 year Service code 49 P.O BOX 43022 · PROVIDENCE, RI 02940 | Other Services | $52,507 |
Service code 10 · EIN 36-2938874 | Accounting | $18,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$177,653 |
Form 5500 reported that benefits due were not provided when due.
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 | $67,054 | $80,354-16.6% | $133,975-50.0% | $63,975+4.8% |
| Participation rate | 92.2% | 87.5%+4.7pp | 87.1%+5.2pp | 71.1%+21.1pp |
| Annual return | 6.57% | 13.11%-6.5pp | 29.29%-22.7pp | 48.65%-42.1pp |
| Employer contribution / active EE | $2,350 | $3,503-32.9% | $5,211-54.9% | $2,182+7.7% |
| Participant deferral / active EE | $4,501 | $5,239-14.1% | $6,282-28.3% | $3,356+34.1% |
| Admin fee / account holder | -$10 | $69-114.8% | $9,324-100.1% | $70-114.6% |