Filed October 25, 2021
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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES9+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $207,429 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC Service code 27 · EIN 22-2232264 | Advisory (Plan) | $95,000 |
KEITER9+ years Service code 10 · EIN 54-1631262 | Accounting | $17,600 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$194,708 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $517,211 | $122,219+323.2% | $147,096+251.6% | $199,921+158.7% |
| Participation rate | 93.3% | 78.3%+15.0pp | 82.2%+11.1pp | 72.0%+21.2pp |
| Annual return | 19.96% | 30.59%-10.6pp | 419.75%-399.8pp | 34.28%-14.3pp |
| Employer contribution / active EE | $13,352 | $4,096+225.9% | $4,936+170.5% | $3,035+339.9% |
| Participant deferral / active EE | $15,791 | $8,503+85.7% | $8,071+95.7% | $5,089+210.3% |
| Admin fee / account holder | $56 | $179-68.7% | $13,005-99.6% | $269-79.2% |