Filed January 22, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $694,185 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $16,926 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,890 | $55,785+2.0% | $96,583-41.1% | $106,520-46.6% |
| Participation rate | 34.9% | 53.4%-18.5pp | 69.8%-34.9pp | 71.3%-36.4pp |
| Annual return | 13.21% | 17.66%-4.4pp | 37.79%-24.6pp | 19.28%-6.1pp |
| Employer contribution / active EE | $593 | $1,042-43.1% | $2,357-74.8% | $2,840-79.1% |
| Participant deferral / active EE | $964 | $1,782-45.9% | $3,850-75.0% | $4,948-80.5% |
| Admin fee / account holder | $43 | $59-26.8% | $6,184-99.3% | $75-42.4% |