Filed January 22, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $739,393 |
BAKER NEWMAN NOYES1 year Filed as: BAKER NEWMAN & NOYES LLC Service code 10 · EIN 01-0494526 | Accounting | $11,882 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $10,118 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,876 | $48,464+5.0% | $90,974-44.1% | $106,273-52.1% |
| Participation rate | 35.9% | 53.1%-17.2pp | 69.0%-33.1pp | 70.8%-34.9pp |
| Annual return | 14.34% | 16.72%-2.4pp | 134.60%-120.3pp | 21.70%-7.4pp |
| Employer contribution / active EE | $592 | $939-37.0% | $2,122-72.1% | $2,722-78.3% |
| Participant deferral / active EE | $902 | $1,510-40.3% | $3,373-73.3% | $4,601-80.4% |
| Admin fee / account holder | $46 | $58-20.9% | $5,961-99.2% | $78-41.5% |