Filed November 11, 2025
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 27 · EIN 36-3109431 | Advisory (Plan) | $94,275 |
ZELENKOFSKE AXELROD LLC2+ years Service code 10 · EIN 23-3022325 | Accounting | $22,200 |
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 | $134,405 | $85,199+57.8% | $57,196+135.0% | $63,975+110.1% |
| Participation rate | 99.5% | 74.0%+25.5pp | 75.3%+24.2pp | 71.1%+28.4pp |
| Annual return | 7.70% | 10.43%-2.7pp | 14.59%-6.9pp | 48.65%-41.0pp |
| Employer contribution / active EE | $7,118 | $3,446+106.5% | $2,683+165.3% | $2,182+226.3% |
| Participant deferral / active EE | $5,354 | $3,109+72.2% | $3,096+72.9% | $3,356+59.5% |
| Admin fee / account holder | $201 | $39+420.4% | $3,141-93.6% | $70+185.4% |