Filed September 12, 2018
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2 years Filed as: AON HEWITT INVESTMENT Service code 16 · EIN 36-3109431 | Consulting | $70,750 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $58,603 |
CARON & BLETZER, PLLC3 years Filed as: CARON & BLETZER Service code 16 · EIN 04-3499945 | Consulting | $8,940 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$31,750 |
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 | $157,939 | $144,996+8.9% | $111,297+41.9% | $93,030+69.8% |
| Participation rate | 91.2% | 86.2%+5.0pp | 77.3%+13.9pp | 73.9%+17.3pp |
| Annual return | 16.87% | 18.26%-1.4pp | 54.65%-37.8pp | 158.70%-141.8pp |
| Employer contribution / active EE | $6,321 | $3,056+106.8% | $2,731+131.4% | $2,706+133.6% |
| Participant deferral / active EE | $10,202 | $5,587+82.6% | $4,487+127.4% | $4,562+123.6% |
| Admin fee / account holder | $57 | $103-44.8% | $7,964-99.3% | $152-62.3% |