Filed October 6, 2016
Total covered: 120 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $367,984 |
AON CONSULTING2 years Filed as: AON HEWITT INVESTMENT CONSULTING, Service code 28 · EIN 36-3109431 | Investment Management | $357,452 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,552 | $146,341-47.0% | $98,907-21.6% | $93,223-16.8% |
| Participation rate | 44.8% | 89.3%-44.5pp | 76.0%-31.2pp | 74.9%-30.1pp |
| Annual return | 13.11% | 16.85%-3.7pp | 196.43%-183.3pp | 19.29%-6.2pp |
| Employer contribution / active EE | $1,992 | $4,823-58.7% | $2,689-25.9% | $2,680-25.7% |
| Participant deferral / active EE | $2,147 | $7,126-69.9% | $4,244-49.4% | $4,563-52.9% |
| Admin fee / account holder | $127 | $63+101.8% | $6,642-98.1% | $79+59.9% |