Filed January 22, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $479,412 |
AON CONSULTING1+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 27 · EIN 36-3109431 | Advisory (Plan) | $10,301 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $46,123 | $100,179-54.0% | $84,029-45.1% | $89,609-48.5% |
| Participation rate | 39.3% | 54.1%-14.8pp | 69.0%-29.7pp | 69.6%-30.3pp |
| Annual return | 0.00% | 22.50%-22.5pp | 71.32%-71.3pp | 33.65%-33.7pp |
| Employer contribution / active EE | $583 | $816-28.6% | $1,984-70.6% | $2,584-77.4% |
| Participant deferral / active EE | $815 | $1,459-44.2% | $3,239-74.8% | $4,222-80.7% |
| Admin fee / account holder | $29 | $72-59.1% | $6,102-99.5% | $72-58.9% |