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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3+ years Filed as: AON INVESTMENTS USA INC Service code 27 39584 TREASURY CENTER · CHICAGO, IL 606949500 | Advisory (Plan) | $270,510 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $179,493 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $55,178 |
MILLER COOPER & CO LTD2 years Service code 10 1751 LAKE COOK RD STE 400 · DEERFIELD, IL 60015 | Accounting | $19,500 |
Service code 16 · EIN 34-1820650 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $600 |
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 | $57,909 | $136,266-57.5% | $90,760-36.2% | $77,906-25.7% |
| Participation rate | 57.8% | 86.6%-28.8pp | 75.7%-17.9pp | 73.7%-15.9pp |
| Annual return | -15.62% | -11.32%-4.3pp | -12.16%-3.5pp | 12.16%-27.8pp |
| Employer contribution / active EE | $1,454 | $4,215-65.5% | $2,922-50.2% | $2,846-48.9% |
| Participant deferral / active EE | $2,547 | $6,353-59.9% | $4,565-44.2% | $4,805-47.0% |
| Admin fee / account holder | $279 | $399-30.0% | $8,444-96.7% | $133+110.6% |