Filed October 6, 2016
Total covered: 120 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $377,815 |
AON CONSULTING6 years Filed as: AON HEWITT INVESTMENT CONSULTING, Service code 28 · EIN 36-3109431 | Investment Management | $224,466 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,653 | $244,991-83.8% | $105,624-62.5% | $106,553-62.8% |
| Participation rate | 32.6% | 88.4%-55.8pp | 75.3%-42.7pp | 69.8%-37.3pp |
| Annual return | 9.49% | 13.48%-4.0pp | 116.20%-106.7pp | 17.37%-7.9pp |
| Employer contribution / active EE | $1,191 | $8,816-86.5% | $3,168-62.4% | $3,359-64.5% |
| Participant deferral / active EE | $1,225 | $11,442-89.3% | $5,013-75.6% | $5,562-78.0% |
| Admin fee / account holder | $75 | $88-14.8% | $10,961-99.3% | $80-6.0% |