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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,377 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $12,390 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,533 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,902 | $160,088-8.2% | $112,977+30.0% | $73,412+100.1% |
| Participation rate | 88.7% | 90.7%-2.0pp | 82.6%+6.2pp | 72.2%+16.5pp |
| Annual return | 16.30% | 17.93%-1.6pp | 24.24%-7.9pp | 59.30%-43.0pp |
| Employer contribution / active EE | $2,681 | $5,200-48.4% | $4,255-37.0% | $2,234+20.0% |
| Participant deferral / active EE | $7,450 | $8,024-7.2% | $5,836+27.7% | $3,806+95.7% |
| Admin fee / account holder | $87 | $133-34.8% | $6,294-98.6% | $158-45.2% |