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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $550,242 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 27 · EIN 36-3109431 | Advisory (Plan) | $326,339 |
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 | $214,930 | $136,310+57.7% | $98,462+118.3% | $103,657+107.3% |
| Participation rate | 96.9% | 89.2%+7.7pp | 75.2%+21.7pp | 73.4%+23.5pp |
| Annual return | 18.89% | 19.67%-0.8pp | 21.20%-2.3pp | 33.13%-14.2pp |
| Employer contribution / active EE | $11,912 | $4,714+152.7% | $3,049+290.7% | $3,216+270.4% |
| Participant deferral / active EE | $11,606 | $7,358+57.7% | $4,738+144.9% | $5,218+122.4% |
| Admin fee / account holder | $88 | $76+16.1% | $8,875-99.0% | $114-22.6% |