| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Service code 16 · EIN 22-2232264 | Consulting | $66,318 |
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 | $195,567 | $112,315+74.1% | $81,367+140.4% | $55,191+254.3% |
| Participation rate | 98.8% | 88.0%+10.8pp | 82.3%+16.5pp | 69.2%+29.6pp |
| Annual return | -1.78% | 0.62%-2.4pp | -0.92%-0.9pp | 10.78%-12.6pp |
| Employer contribution / active EE | $4,998 | $4,239+17.9% | $3,930+27.2% | $1,899+163.2% |
| Participant deferral / active EE | $9,818 | $6,435+52.6% | $5,383+82.4% | $3,046+222.3% |
| Admin fee / account holder | $242 | $83+190.6% | $8,926-97.3% | $91+166.7% |