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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LAVINE,LOFGREN,MORRIS & ENGELBERG Service code 10 · EIN 33-0690020 | Accounting | $10,878 |
AON CONSULTING1+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 27 · EIN 22-2232264 | Advisory (Plan) | $8,400 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,531 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,202 | $48,277-22.9% | $63,244-41.2% | $55,191-32.6% |
| Participation rate | 95.2% | 69.4%+25.8pp | 71.0%+24.2pp | 69.2%+26.1pp |
| Annual return | 0.68% | 2.37%-1.7pp | -70.31%+71.0pp | 10.78%-10.1pp |
| Employer contribution / active EE | $1,311 | $1,592-17.7% | $2,322-43.6% | $1,899-31.0% |
| Participant deferral / active EE | $3,976 | $2,432+63.5% | $2,953+34.6% | $3,046+30.5% |
| Admin fee / account holder | $67 | $86-22.2% | $5,893-98.9% | $91-26.3% |