Filed May 13, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $936,359 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $146,381 |
AON CONSULTING1 year Filed as: AON INVESTMENT USA INC Service code 27 · EIN 36-3109431 | Advisory (Plan) | $0 |
Form 5500 reported that benefits due were not provided when due.
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 | $31,315 | $55,730-43.8% | $96,543-67.6% | $96,393-67.5% |
| Participation rate | 89.7% | 82.8%+6.8pp | 74.3%+15.3pp | 71.3%+18.4pp |
| Annual return | 18.46% | 12.78%+5.7pp | 35.75%-17.3pp | 22.88%-4.4pp |
| Employer contribution / active EE | $1,360 | $4,014-66.1% | $3,741-63.6% | $3,239-58.0% |
| Participant deferral / active EE | $3,545 | $3,393+4.5% | $4,880-27.4% | $5,455-35.0% |
| Admin fee / account holder | $63 | $105-40.4% | $6,737-99.1% | $74-15.0% |