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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $160,816 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $58,547 |
AON CONSULTING2+ years Filed as: AON HEWITT INVESTMENT Service code 27 · EIN 36-3109431 | Advisory (Plan) | $15,000 |
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 | $69,294 | $105,173-34.1% | $87,102-20.4% | $77,775-10.9% |
| Participation rate | 84.5% | 85.8%-1.3pp | 76.9%+7.6pp | 73.2%+11.3pp |
| Annual return | 23.38% | 24.52%-1.1pp | 28.19%-4.8pp | 32.58%-9.2pp |
| Employer contribution / active EE | $2,359 | $2,890-18.4% | $2,521-6.5% | $2,504-5.8% |
| Participant deferral / active EE | $4,031 | $5,048-20.1% | $4,048-0.4% | $3,966+1.7% |
| Admin fee / account holder | $80 | $105-23.6% | $7,493-98.9% | $100-20.1% |