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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $89,323 |
AON CONSULTING5+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 27 · EIN 36-3109431 | Advisory (Plan) | $55,000 |
MILLER COOPER & CO LTD2 years Filed as: MILLER COOPER & CO., LTD Service code 10 · EIN 36-2897372 | Accounting | $7,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,033 | $67,598-39.3% | $75,906-45.9% | $77,775-47.2% |
| Participation rate | 40.4% | 69.6%-29.2pp | 69.3%-28.9pp | 73.2%-32.8pp |
| Annual return | 19.70% | 23.18%-3.5pp | 30.73%-11.0pp | 32.58%-12.9pp |
| Employer contribution / active EE | $828 | $2,430-65.9% | $2,501-66.9% | $2,504-66.9% |
| Participant deferral / active EE | $1,698 | $3,502-51.5% | $3,604-52.9% | $3,966-57.2% |
| Admin fee / account holder | $88 | $96-8.2% | $5,421-98.4% | $100-11.7% |