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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $510,142 |
Filed as: ADVISED ASSETS GROUP Service code 26 · EIN 84-1532243 | Advisory (Participants) | $324,171 |
AON CONSULTING2 years Filed as: AON HEWITT INVESTMENT CONSULTING IN Service code 16 · EIN 22-2232264 | Consulting | $90,000 |
BDO USA, LLP4 years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $36,500 |
Filed as: GWFS EQUITIES Service code 33 · EIN 84-0965407 | Other investment fees and expenses; S... | $11,309 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,032 | $144,879+67.7% | $111,319+118.3% | $93,010+161.3% |
| Participation rate | 98.7% | 86.1%+12.6pp | 77.3%+21.4pp | 73.9%+24.8pp |
| Annual return | 17.70% | 18.11%-0.4pp | 54.68%-37.0pp | 158.70%-141.0pp |
| Employer contribution / active EE | $3,963 | $3,052+29.8% | $2,732+45.1% | $2,705+46.5% |
| Participant deferral / active EE | $7,855 | $5,576+40.9% | $4,488+75.0% | $4,561+72.2% |
| Admin fee / account holder | $129 | $104+24.2% | $7,966-98.4% | $152-15.3% |