Filed April 6, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,214,722 |
BAKER NEWMAN NOYES1 year Filed as: BAKER NEWMAN & NOYES LLC Service code 10 · EIN 01-0494526 | Accounting | $22,520 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $16,700 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,839 | $48,464-21.9% | $90,974-58.4% | $106,273-64.4% |
| Participation rate | 29.1% | 53.1%-24.0pp | 69.0%-40.0pp | 70.8%-41.7pp |
| Annual return | 12.48% | 16.72%-4.2pp | 134.60%-122.1pp | 21.70%-9.2pp |
| Employer contribution / active EE | $363 | $939-61.3% | $2,122-82.9% | $2,722-86.7% |
| Participant deferral / active EE | $462 | $1,510-69.4% | $3,373-86.3% | $4,601-90.0% |
| Admin fee / account holder | $47 | $58-19.7% | $5,961-99.2% | $78-40.6% |