| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 70 · EIN 36-3109431 | Consulting Fees | $156,602 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $89,310 |
ANGLIN REICHMANN ARMSTRONG, P.C.1+ years Filed as: ANGLIN REICHMANN SNELLGROVE & ARMS Service code 10 · EIN 63-1262841 | Accounting | $18,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$764,037 |
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 | $145,802 | $86,791+68.0% | $115,038+26.7% | $59,188+146.3% |
| Participation rate | 90.5% | 72.8%+17.6pp | 81.4%+9.1pp | 69.4%+21.0pp |
| Annual return | 0.51% | 4.44%-3.9pp | 26.14%-25.6pp | 5.51%-5.0pp |
| Employer contribution / active EE | $2,179 | $2,950-26.1% | $4,608-52.7% | $2,098+3.9% |
| Participant deferral / active EE | $7,762 | $5,298+46.5% | $6,026+28.8% | $3,265+137.8% |
| Admin fee / account holder | -$176 | $95-285.1% | $8,175-102.1% | $92-290.6% |