Filed September 12, 2018
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON INVESTMENT USA INC Service code 16 · EIN 36-3109431 | Consulting | $116,013 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $84,427 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,878 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,314 | $130,052-9.8% | $86,717+35.3% | $77,906+50.6% |
| Participation rate | 90.6% | 85.9%+4.6pp | 76.6%+14.0pp | 73.7%+16.9pp |
| Annual return | -20.30% | -12.73%-7.6pp | 35.97%-56.3pp | 12.16%-32.5pp |
| Employer contribution / active EE | $6,640 | $3,214+106.6% | $2,837+134.0% | $2,846+133.3% |
| Participant deferral / active EE | $10,515 | $5,741+83.2% | $4,657+125.8% | $4,805+118.8% |
| Admin fee / account holder | $78 | $132-41.2% | $7,494-99.0% | $133-41.5% |