Filed August 17, 2026 (most recent of 2 filings on file)
Total covered: 112 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $212,554 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $39,800 |
AON CONSULTING3+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 27 · EIN 36-3109431 | Advisory (Plan) | $17,245 |
HEWITT ASSOCIATES LLC1 year Filed as: HEWITT ENNISKNUPP, INC Service code 27 · EIN 36-3109431 | Advisory (Plan) | $17,076 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,236 | $43,233-32.4% | $185,117-84.2% | $77,958-62.5% |
| Participation rate | 93.0% | 64.2%+28.7pp | 77.3%+15.7pp | 71.6%+21.3pp |
| Annual return | 18.93% | 20.43%-1.5pp | 40.50%-21.6pp | 20.87%-1.9pp |
| Employer contribution / active EE | $924 | $1,312-29.6% | $4,182-77.9% | $2,310-60.0% |
| Participant deferral / active EE | $2,727 | $2,912-6.4% | $5,045-46.0% | $3,537-22.9% |
| Admin fee / account holder | $88 | $95-7.7% | $8,159-98.9% | $97-9.8% |