Filed April 6, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $965,623 |
AON CONSULTING2+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 27 · EIN 36-3109431 | Advisory (Plan) | $17,118 |
BAKER NEWMAN NOYES1 year Service code 10 · EIN 01-0494526 | Accounting | $11,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,358 | $100,179-63.7% | $84,029-56.7% | $89,609-59.4% |
| Participation rate | 33.8% | 54.1%-20.3pp | 69.0%-35.2pp | 69.6%-35.8pp |
| Annual return | 18.09% | 22.50%-4.4pp | 71.32%-53.2pp | 33.65%-15.6pp |
| Employer contribution / active EE | $365 | $816-55.3% | $1,984-81.6% | $2,584-85.9% |
| Participant deferral / active EE | $466 | $1,459-68.0% | $3,239-85.6% | $4,222-89.0% |
| Admin fee / account holder | $19 | $72-73.2% | $6,102-99.7% | $72-73.0% |