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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Filed as: AON / HEWITT Service code 16 · EIN 36-3109431 | Consulting | $72,137 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,161 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,383 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $80,589 | $74,024+8.9% | $78,002+3.3% | $57,658+39.8% |
| Participation rate | 56.5% | 79.7%-23.2pp | 75.5%-19.0pp | 70.2%-13.7pp |
| Annual return | -53.93% | 12.14%-66.1pp | 425.99%-479.9pp | 5.13%-59.1pp |
| Employer contribution / active EE | $2,968 | $2,365+25.5% | $2,470+20.2% | $1,974+50.4% |
| Participant deferral / active EE | $5,291 | $3,533+49.8% | $3,497+51.3% | $3,061+72.9% |
| Admin fee / account holder | $411 | $93+340.7% | $5,481-92.5% | $95+334.5% |