Filed April 25, 2019
Total covered: 27 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $181,342 |
AON CONSULTING1+ years Filed as: AON RISK SERVICES INC Service code 49 200 E RANDOLPH ST · CHICAGO, IL 60601 | Other Services | $66,697 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON ASSET SERVICING Service code 21 · EIN 13-5160382 | Bank Trustee | $63,017 |
MERCER1+ years Service code 16 · EIN 13-2834414 | Consulting | $31,575 |
KILPATRICK TOWNSEND1+ years Service code 29 · EIN 58-0511774 | Legal | $23,159 |
MOSS ADAMS LLP1+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $21,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $170,109 | $88,874+91.4% | $123,553+37.7% | $75,289+125.9% |
| Participation rate | 86.0% | 75.9%+10.2pp | 82.3%+3.7pp | 72.4%+13.6pp |
| Annual return | -4.78% | 4.22%-9.0pp | 119.21%-124.0pp | -0.04%-4.7pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $4,628-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $11,924 | $6,174+93.1% | $6,426+85.6% | $3,739+218.9% |
| Admin fee / account holder | $107 | $95+13.7% | $9,284-98.8% | $102+5.1% |