Filed September 12, 2018
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT Service code 17 · EIN 22-2232264 | Pension Consulting | $93,887 |
Service code 37 · EIN 04-2647786 | Loan Processing | $37,874 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,903 |
CARON & BLETZER, PLLC2 years Filed as: CARON & BLETZER Service code 16 · EIN 04-3499945 | Consulting | $14,475 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,877 | $176,491-17.9% | $95,952+51.0% | $90,288+60.5% |
| Participation rate | 94.5% | 86.6%+8.0pp | 77.1%+17.5pp | 73.4%+21.2pp |
| Annual return | 22.88% | 20.14%+2.7pp | 91.61%-68.7pp | 53.97%-31.1pp |
| Employer contribution / active EE | $6,685 | $2,789+139.7% | $2,541+163.1% | $2,524+164.9% |
| Participant deferral / active EE | $10,772 | $5,340+101.7% | $4,167+158.5% | $4,232+154.5% |
| Admin fee / account holder | $63 | $154-58.9% | $6,795-99.1% | $114-44.4% |