Filed January 21, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $221,631 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 27 39584 TREASURY CENTER · CHICAGO, IL 606949500 | Advisory (Plan) | $36,298 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,555 | $143,525+51.6% | $379,746-42.7% | $90,288+141.0% |
| Participation rate | 98.2% | 82.9%+15.2pp | 78.4%+19.7pp | 73.4%+24.8pp |
| Annual return | 15.03% | 18.97%-3.9pp | 34.90%-19.9pp | 53.97%-38.9pp |
| Employer contribution / active EE | $6,551 | $3,201+104.7% | $3,540+85.1% | $2,524+159.5% |
| Participant deferral / active EE | $8,737 | $5,231+67.0% | $6,024+45.0% | $4,232+106.4% |
| Admin fee / account holder | $53 | $100-47.2% | $7,927-99.3% | $114-53.5% |