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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $400,626 |
AON CONSULTING3 years Filed as: AON INVESTMENTS USA INC. Service code 16 · EIN 36-3109431 | Consulting | $79,063 |
PRICEWATERHOUSECOOPERS LLP2 years Filed as: PRICEWATERHOUSEWATERS LLC Service code 10 · EIN 13-4008324 | Accounting | $25,000 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Form 5500 reported that benefits due were not provided when due.
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 | $64,760 | $119,153-45.6% | $151,634-57.3% | $78,104-17.1% |
| Participation rate | 94.5% | 92.5%+2.0pp | 87.5%+7.0pp | 74.5%+20.0pp |
| Annual return | -14.48% | -10.83%-3.6pp | 3.32%-17.8pp | 10.90%-25.4pp |
| Employer contribution / active EE | $2,942 | $5,298-44.5% | $6,165-52.3% | $3,128-5.9% |
| Participant deferral / active EE | $6,020 | $8,624-30.2% | $8,363-28.0% | $5,089+18.3% |
| Admin fee / account holder | $54 | $69-21.4% | $11,614-99.5% | $79-31.5% |