Filed September 12, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $110,865 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $95,740 |
AON CONSULTING7 years Filed as: AON HEWITT Service code 16 · EIN 36-3109431 | Consulting | $87,268 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,199 | $104,697+33.0% | $96,544+44.2% | $80,160+73.7% |
| Participation rate | 95.5% | 86.4%+9.1pp | 76.0%+19.6pp | 72.9%+22.6pp |
| Annual return | 24.09% | 21.78%+2.3pp | 25.84%-1.7pp | 40.38%-16.3pp |
| Employer contribution / active EE | $7,280 | $3,536+105.9% | $2,965+145.6% | $2,978+144.5% |
| Participant deferral / active EE | $11,380 | $6,188+83.9% | $4,851+134.6% | $5,017+126.8% |
| Admin fee / account holder | $88 | $107-17.6% | $8,252-98.9% | $145-39.3% |