Filed January 19, 2016 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING5+ years Filed as: AON CONSULTING, INC (NJ) Service code 27 · EIN 36-2235791 | Advisory (Plan) | $273,643 |
Service code 37 · EIN 04-2647786 | Loan Processing | $198,302 |
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 | $175,362 | $156,529+12.0% | $93,621+87.3% | $82,204+113.3% |
| Participation rate | 92.2% | 86.5%+5.6pp | 75.8%+16.3pp | 73.4%+18.8pp |
| Annual return | 23.20% | 20.36%+2.8pp | 32.76%-9.6pp | 26.31%-3.1pp |
| Employer contribution / active EE | $10,650 | $4,800+121.9% | $2,719+291.8% | $2,707+293.4% |
| Participant deferral / active EE | $9,441 | $6,674+41.5% | $4,070+132.0% | $4,246+122.4% |
| Admin fee / account holder | $42 | $65-34.9% | $7,890-99.5% | $76-44.3% |