Filed July 10, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $579,187 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $265,271 |
AON CONSULTING3 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $90,000 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $20,700 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,170 | $68,330+48.1% | $149,740-32.4% | $96,393+5.0% |
| Participation rate | 79.7% | 74.6%+5.1pp | 78.8%+0.9pp | 71.3%+8.4pp |
| Annual return | 19.72% | 29.64%-9.9pp | 134.51%-114.8pp | 22.88%-3.2pp |
| Employer contribution / active EE | $1,916 | $2,139-10.4% | $4,821-60.3% | $3,239-40.8% |
| Participant deferral / active EE | $6,795 | $4,422+53.7% | $5,683+19.6% | $5,455+24.6% |
| Admin fee / account holder | $52 | $52+0.6% | $13,222-99.6% | $74-29.2% |