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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $137,184 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $61,643 |
AON CONSULTING1+ years Filed as: AON HEWITT INVESTMENT Service code 27 · EIN 36-3109431 | Advisory (Plan) | $21,956 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $65,234 | $78,852-17.3% | $76,768-15.0% | $75,289-13.4% |
| Participation rate | 73.3% | 85.0%-11.6pp | 77.0%-3.6pp | 72.4%+0.9pp |
| Annual return | -3.65% | -1.29%-2.4pp | 2.43%-6.1pp | -0.04%-3.6pp |
| Employer contribution / active EE | $1,917 | $2,794-31.4% | $2,485-22.8% | $2,405-20.3% |
| Participant deferral / active EE | $3,541 | $4,800-26.2% | $3,852-8.1% | $3,739-5.3% |
| Admin fee / account holder | $83 | $79+5.5% | $6,676-98.8% | $102-18.5% |