Filed November 11, 2025
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 27 · EIN 36-3109431 | Advisory (Plan) | $88,753 |
ZELENKOFSKE AXELROD LLC4+ years Service code 10 · EIN 23-3022325 | Accounting | $23,200 |
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 | $138,705 | $87,173+59.1% | $59,899+131.6% | $75,289+84.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 74.7%+25.3pp | 72.4%+27.6pp |
| Annual return | -1.78% | -2.14%+0.4pp | 3.46%-5.2pp | -0.04%-1.7pp |
| Employer contribution / active EE | $7,350 | $3,473+111.6% | $2,723+169.9% | $2,405+205.6% |
| Participant deferral / active EE | $5,994 | $3,379+77.4% | $3,403+76.2% | $3,739+60.3% |
| Admin fee / account holder | $195 | $75+161.4% | $3,592-94.6% | $102+91.1% |