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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $529,185 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $120,516 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $32,897 |
WHITLEY PENN LLP1 year Service code 10 · EIN 75-2393478 | Accounting | $25,900 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,784 | $119,153-54.0% | $151,634-63.9% | $78,104-29.9% |
| Participation rate | 77.6% | 92.5%-14.8pp | 87.5%-9.9pp | 74.5%+3.1pp |
| Annual return | -13.97% | -10.83%-3.1pp | 3.32%-17.3pp | 10.90%-24.9pp |
| Employer contribution / active EE | $2,011 | $5,298-62.0% | $6,165-67.4% | $3,128-35.7% |
| Participant deferral / active EE | $4,015 | $8,624-53.4% | $8,363-52.0% | $5,089-21.1% |
| Admin fee / account holder | $80 | $69+15.6% | $11,614-99.3% | $79+0.7% |