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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $729,892 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $195,367 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $84,729 |
AON CONSULTING2+ years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $78,750 |
AON CONSULTING2+ years Filed as: AON CONSULTING INC Service code 16 · EIN 22-2232264 | Consulting | $63,476 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,768 | $106,994-20.8% | $135,903-37.6% | $96,393-12.1% |
| Participation rate | 96.0% | 72.5%+23.4pp | 81.9%+14.1pp | 71.3%+24.7pp |
| Annual return | 21.45% | 26.64%-5.2pp | 68.23%-46.8pp | 22.88%-1.4pp |
| Employer contribution / active EE | $5,524 | $3,391+62.9% | $4,856+13.8% | $3,238+70.6% |
| Participant deferral / active EE | $11,213 | $7,968+40.7% | $7,758+44.5% | $5,455+105.6% |
| Admin fee / account holder | $47 | $79-40.1% | $10,762-99.6% | $74-36.0% |