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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $239,085 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 16 · EIN 36-3109431 | Consulting | $103,814 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $83,201 |
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 | $71,585 | $130,052-45.0% | $86,717-17.4% | $77,906-8.1% |
| Participation rate | 80.7% | 85.9%-5.2pp | 76.6%+4.1pp | 73.7%+7.0pp |
| Annual return | -16.34% | -12.73%-3.6pp | 35.97%-52.3pp | 12.16%-28.5pp |
| Employer contribution / active EE | $2,530 | $3,214-21.3% | $2,837-10.8% | $2,846-11.1% |
| Participant deferral / active EE | $5,038 | $5,741-12.2% | $4,657+8.2% | $4,805+4.8% |
| Admin fee / account holder | $171 | $132+29.6% | $7,494-97.7% | $133+28.9% |