Filed November 11, 2025
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 27 · EIN 36-3109431 | Advisory (Plan) | $96,397 |
ZELENKOFSKE AXELROD LLC3+ years Service code 10 · EIN 23-3022325 | Accounting | $22,700 |
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 | $149,106 | $92,091+61.9% | $63,018+136.6% | $77,958+91.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 74.8%+25.2pp | 71.6%+28.4pp |
| Annual return | 14.40% | 16.23%-1.8pp | 87.63%-73.2pp | 20.87%-6.5pp |
| Employer contribution / active EE | $7,133 | $3,424+108.3% | $2,761+158.4% | $2,310+208.7% |
| Participant deferral / active EE | $5,664 | $3,361+68.5% | $3,330+70.1% | $3,537+60.1% |
| Admin fee / account holder | $201 | $48+318.7% | $3,601-94.4% | $97+106.1% |