Filed September 12, 2018
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING I Service code 17 · EIN 22-2232264 | Pension Consulting | $85,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $54,621 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,220 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER Service code 16 · EIN 04-3499945 | Consulting | $10,896 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,669 | $105,247+21.3% | $87,100+46.6% | $77,787+64.1% |
| Participation rate | 96.0% | 85.8%+10.2pp | 76.9%+19.2pp | 73.2%+22.8pp |
| Annual return | 24.34% | 24.52%-0.2pp | 28.19%-3.8pp | 32.57%-8.2pp |
| Employer contribution / active EE | $6,018 | $2,895+107.9% | $2,521+138.7% | $2,504+140.3% |
| Participant deferral / active EE | $10,283 | $5,060+103.2% | $4,049+154.0% | $3,967+159.2% |
| Admin fee / account holder | $58 | $104-44.3% | $7,497-99.2% | $100-41.9% |