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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $361,992 |
AON CONSULTING5 years Filed as: AON HEWITT INVESTMENT CONSULTING, Service code 16 · EIN 22-2232264 | Consulting | $58,000 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 16 · EIN 36-3109431 | Consulting | $19,438 |
VEDDER PRICE1 year Filed as: VEDDER PRICE PC Service code 29 · EIN 36-3254526 | Legal | $6,597 |
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 | $95,254 | $110,699-14.0% | $177,839-46.4% | $90,274+5.5% |
| Participation rate | 93.1% | 88.3%+4.8pp | 87.7%+5.4pp | 73.4%+19.8pp |
| Annual return | 16.72% | 22.79%-6.1pp | 48.33%-31.6pp | 53.97%-37.3pp |
| Employer contribution / active EE | $2,752 | $4,118-33.2% | $5,919-53.5% | $2,523+9.1% |
| Participant deferral / active EE | $5,394 | $6,731-19.9% | $7,714-30.1% | $4,231+27.5% |
| Admin fee / account holder | $83 | $90-7.9% | $12,432-99.3% | $114-27.3% |