| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Service code 16 · EIN 22-2232264 | Consulting | $101,999 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,707 | $112,315+44.9% | $81,367+100.0% | $55,191+194.8% |
| Participation rate | 98.1% | 88.0%+10.1pp | 82.3%+15.9pp | 69.2%+29.0pp |
| Annual return | -1.32% | 0.62%-1.9pp | -0.92%-0.4pp | 10.78%-12.1pp |
| Employer contribution / active EE | $4,492 | $4,239+6.0% | $3,930+14.3% | $1,899+136.6% |
| Participant deferral / active EE | $10,064 | $6,435+56.4% | $5,383+86.9% | $3,046+230.4% |
| Admin fee / account holder | $218 | $83+162.0% | $8,926-97.6% | $91+140.5% |