Filed December 16, 2015 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $77,268 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ENNIS KNUPP, INC. Service code 27 · EIN 22-2232264 | Advisory (Plan) | $53,434 |
WITHUMSMITH+BROWN, PC1+ years Filed as: PARKER, BROWN, MACAULAY & SHEERIN Service code 29 · EIN 04-3422478 | Legal | $37,432 |
SAMET & COMPANY PC1+ years Service code 10 · EIN 04-3027605 | Accounting | $23,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $84,706 | $81,689+3.7% | $57,357+47.7% | $69,651+21.6% |
| Participation rate | 38.2% | 66.0%-27.7pp | 75.1%-36.8pp | 66.6%-28.3pp |
| Annual return | 2.66% | 821.18%-818.5pp | 24.41%-21.8pp | 53.77%-51.1pp |
| Employer contribution / active EE | $0 | $3,891-100.0% | $2,689-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,902 | $3,019-3.9% | $3,162-8.2% | $3,635-20.2% |
| Admin fee / account holder | $36 | $27+31.3% | $3,357-98.9% | $63-43.4% |