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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $722,258 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $378,633 |
AON CONSULTING3+ years Filed as: AON CONSULTING INC Service code 16 · EIN 22-2232264 | Consulting | $211,373 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 16 · EIN 36-3109431 | Consulting | $124,194 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $46,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $95,914 | $128,169-25.2% | $147,117-34.8% | $106,553-10.0% |
| Participation rate | 96.4% | 67.3%+29.1pp | 82.2%+14.2pp | 69.8%+26.6pp |
| Annual return | 16.39% | 17.88%-1.5pp | 420.54%-404.1pp | 17.37%-1.0pp |
| Employer contribution / active EE | $5,581 | $3,374+65.4% | $4,932+13.2% | $3,359+66.2% |
| Participant deferral / active EE | $11,642 | $7,665+51.9% | $8,065+44.4% | $5,562+109.3% |
| Admin fee / account holder | $56 | $88-35.9% | $12,993-99.6% | $80-29.2% |