Filed April 6, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $828,729 |
AON CONSULTING1+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 27 · EIN 36-3109431 | Advisory (Plan) | $12,858 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,238 | $38,510-18.9% | $74,549-58.1% | $73,367-57.4% |
| Participation rate | 51.2% | 53.5%-2.3pp | 69.1%-18.0pp | 69.5%-18.3pp |
| Annual return | 0.00% | -0.94%+0.9pp | 32.54%-32.5pp | 173.45%-173.5pp |
| Employer contribution / active EE | $488 | $774-37.0% | $1,961-75.1% | $2,499-80.5% |
| Participant deferral / active EE | $621 | $1,421-56.3% | $3,108-80.0% | $4,033-84.6% |
| Admin fee / account holder | $51 | $52-2.0% | $5,059-99.0% | $68-25.6% |