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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $188,771 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $86,823 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC Service code 16 · EIN 36-3109431 | Consulting | $53,063 |
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 | $84,973 | $104,544-18.7% | $96,564-12.0% | $80,187+6.0% |
| Participation rate | 80.8% | 86.4%-5.6pp | 76.0%+4.8pp | 72.9%+7.8pp |
| Annual return | 20.49% | 21.79%-1.3pp | 25.89%-5.4pp | 40.40%-19.9pp |
| Employer contribution / active EE | $2,767 | $3,527-21.6% | $2,967-6.7% | $2,980-7.1% |
| Participant deferral / active EE | $5,644 | $6,170-8.5% | $4,852+16.3% | $5,016+12.5% |
| Admin fee / account holder | $134 | $107+25.4% | $8,256-98.4% | $145-7.6% |