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 | $269,617 |
Filed as: BERGANKDV WEALTH MANAGEMENT, LLC Service code 28 · EIN 20-8172864 | Investment Management | $45,000 |
AON CONSULTING2 years Filed as: AON HEWITT INVESTMENT Service code 27 · EIN 36-3109431 | Advisory (Plan) | $18,300 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,913 | $53,512-29.2% | $189,557-80.0% | $93,030-59.2% |
| Participation rate | 92.9% | 67.3%+25.7pp | 78.4%+14.5pp | 73.9%+19.0pp |
| Annual return | 15.39% | 20.32%-4.9pp | 64.17%-48.8pp | 158.70%-143.3pp |
| Employer contribution / active EE | $1,148 | $1,429-19.7% | $4,412-74.0% | $2,706-57.6% |
| Participant deferral / active EE | $3,663 | $3,748-2.3% | $6,174-40.7% | $4,562-19.7% |
| Admin fee / account holder | $69 | $95-27.1% | $9,807-99.3% | $152-54.3% |