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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $111,248 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 27 · EIN 36-3109431 | Advisory (Plan) | $28,688 |
MILLER COOPER & CO LTD4 years Filed as: MILLER COOPER & CO., LTD Service code 10 · EIN 36-2897372 | Accounting | $20,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,344 | $78,339-48.5% | $85,708-52.9% | $93,010-56.6% |
| Participation rate | 50.3% | 72.5%-22.2pp | 69.9%-19.6pp | 73.9%-23.6pp |
| Annual return | 11.69% | 21.17%-9.5pp | 21.49%-9.8pp | 158.70%-147.0pp |
| Employer contribution / active EE | $716 | $2,560-72.0% | $2,618-72.7% | $2,705-73.5% |
| Participant deferral / active EE | $2,307 | $3,882-40.6% | $3,922-41.2% | $4,561-49.4% |
| Admin fee / account holder | $69 | $104-34.0% | $6,876-99.0% | $152-54.8% |