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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $407,016 |
FINANCIAL ENGINES2+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $108,875 |
AON CONSULTING2+ years Filed as: AON CONSULTING, INC. Service code 27 · EIN 22-2232264 | Advisory (Plan) | $74,900 |
BDO USA, LLP2+ years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $60,600 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $63,663 | $153,784-58.6% | $105,624-39.7% | $99,313-35.9% |
| Participation rate | 92.4% | 92.3%+0.1pp | 75.3%+17.1pp | 71.7%+20.7pp |
| Annual return | 16.34% | 14.98%+1.4pp | 116.20%-99.9pp | 17.67%-1.3pp |
| Employer contribution / active EE | $2,560 | $5,293-51.6% | $3,168-19.2% | $3,264-21.6% |
| Participant deferral / active EE | $3,990 | $8,286-51.8% | $5,013-20.4% | $5,346-25.4% |
| Admin fee / account holder | $76 | $77-1.7% | $10,961-99.3% | $109-30.3% |