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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $372,444 |
AON CONSULTING4 years Filed as: AON HEWITT INVESTMENT CONSULTING, Service code 16 · EIN 22-2232264 | Consulting | $76,125 |
Filed as: PWC Service code 10 · EIN 13-4008324 | Accounting | $45,000 |
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 | $84,593 | $95,776-11.7% | $162,185-47.8% | $77,775+8.8% |
| Participation rate | 91.9% | 88.6%+3.3pp | 87.6%+4.4pp | 73.2%+18.7pp |
| Annual return | 21.41% | 37.03%-15.6pp | 115.61%-94.2pp | 32.58%-11.2pp |
| Employer contribution / active EE | $2,601 | $3,874-32.9% | $5,613-53.7% | $2,504+3.9% |
| Participant deferral / active EE | $5,027 | $6,125-17.9% | $7,297-31.1% | $3,966+26.8% |
| Admin fee / account holder | $95 | $88+8.6% | $10,844-99.1% | $100-4.8% |