Filed April 22, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4 years Service code 17 · EIN 22-2232264 | Pension Consulting | $294,827 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,355 | $105,190+137.1% | $98,920+152.1% | $90,274+176.2% |
| Participation rate | 98.6% | 86.4%+12.2pp | 76.0%+22.6pp | 73.4%+25.2pp |
| Annual return | 20.48% | 18.52%+2.0pp | 196.47%-176.0pp | 53.97%-33.5pp |
| Employer contribution / active EE | $3,643 | $3,831-4.9% | $2,689+35.5% | $2,523+44.4% |
| Participant deferral / active EE | $8,936 | $5,616+59.1% | $4,245+110.5% | $4,231+111.2% |
| Admin fee / account holder | $50 | $97-48.4% | $6,643-99.2% | $114-56.0% |