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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Filed as: AON INVESTMENTS USA INC Service code 27 39584 TREASURY CENTER · CHICAGO, IL 606949500 | Advisory (Plan) | $169,257 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $168,020 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $27,476 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,060 | $105,190-57.2% | $98,920-54.4% | $90,274-50.1% |
| Participation rate | 60.0% | 86.4%-26.4pp | 76.0%-16.1pp | 73.4%-13.4pp |
| Annual return | 466.64% | 18.52%+448.1pp | 196.47%+270.2pp | 53.97%+412.7pp |
| Employer contribution / active EE | $1,352 | $3,831-64.7% | $2,689-49.7% | $2,523-46.4% |
| Participant deferral / active EE | $2,207 | $5,616-60.7% | $4,245-48.0% | $4,231-47.8% |
| Admin fee / account holder | $146 | $97+49.5% | $6,643-97.8% | $114+27.6% |