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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $236,195 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $82,187 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 16 · EIN 36-3109431 | Consulting | $52,100 |
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 | $86,099 | $144,879-40.6% | $111,319-22.7% | $93,010-7.4% |
| Participation rate | 81.6% | 86.1%-4.6pp | 77.3%+4.3pp | 73.9%+7.7pp |
| Annual return | 15.33% | 18.11%-2.8pp | 54.68%-39.3pp | 158.70%-143.4pp |
| Employer contribution / active EE | $2,419 | $3,052-20.7% | $2,732-11.4% | $2,705-10.6% |
| Participant deferral / active EE | $4,649 | $5,576-16.6% | $4,488+3.6% | $4,561+1.9% |
| Admin fee / account holder | $141 | $104+35.8% | $7,966-98.2% | $152-7.3% |