Filed January 6, 2023 (most recent of 2 filings on file)
Total covered: 15 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Participant loan ... | $89,917 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC Service code 16 · EIN 22-2232264 | Consulting | $13,999 |
SCHNEIDER DOWNS & CO., INC.2 years Service code 10 · EIN 25-1408703 | Accounting | $12,982 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,759 | $46,292+14.0% | $143,757-63.3% | $64,808-18.6% |
| Participation rate | 96.8% | 64.2%+32.5pp | 80.3%+16.4pp | 71.5%+25.3pp |
| Annual return | -16.28% | -10.05%-6.2pp | -0.04%-16.2pp | 32.82%-49.1pp |
| Employer contribution / active EE | $3,200 | $1,910+67.5% | $4,951-35.4% | $2,506+27.7% |
| Participant deferral / active EE | $5,453 | $2,646+106.1% | $5,637-3.3% | $4,310+26.5% |
| Admin fee / account holder | $119 | $154-22.7% | $14,673-99.2% | $188-36.7% |