| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING, Service code 70 · EIN 36-3109431 | Consulting Fees | $120,147 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $102,744 |
ANGLIN REICHMANN ARMSTRONG, P.C.2+ years Filed as: ANGLIN REICHMANN SNELLGROVE & ARMS Service code 16 · EIN 63-1262841 | Consulting | $18,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$401,777 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $153,284 | $85,635+79.0% | $123,894+23.7% | $63,975+139.6% |
| Participation rate | 90.5% | 74.9%+15.5pp | 81.4%+9.0pp | 71.1%+19.3pp |
| Annual return | 6.72% | 15.74%-9.0pp | 47.52%-40.8pp | 48.65%-41.9pp |
| Employer contribution / active EE | $2,180 | $3,076-29.1% | $4,617-52.8% | $2,182-0.1% |
| Participant deferral / active EE | $7,991 | $5,667+41.0% | $5,984+33.5% | $3,356+138.1% |
| Admin fee / account holder | -$61 | $75-181.7% | $8,357-100.7% | $70-186.9% |