Filed December 16, 2015 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT ENNIS KNUPP, INC. Service code 27 · EIN 22-2232264 | Advisory (Plan) | $88,503 |
Service code 37 · EIN 04-2647786 | Loan Processing | $56,731 |
SAMET & COMPANY PC2+ years Service code 10 · EIN 04-3027605 | Accounting | $22,500 |
Filed as: TOWERS WATSON Service code 17 · EIN 23-1159360 | Pension Consulting | $21,000 |
WITHUMSMITH+BROWN, PC2+ years Filed as: PARKER, BROWN, MACAULAY & SHEERIN Service code 29 · EIN 04-3422478 | Legal | $11,236 |
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 | $89,691 | $89,117+0.6% | $57,196+56.8% | $329,111-72.7% |
| Participation rate | 41.0% | 67.2%-26.3pp | 75.3%-34.4pp | 67.9%-26.9pp |
| Annual return | 9.42% | 7.87%+1.5pp | 14.59%-5.2pp | 16.35%-6.9pp |
| Employer contribution / active EE | $0 | $4,034-100.0% | $2,683-100.0% | $2,303-100.0% |
| Participant deferral / active EE | $2,983 | $3,328-10.4% | $3,096-3.7% | $3,682-19.0% |
| Admin fee / account holder | $34 | $21+62.2% | $3,141-98.9% | $754-95.4% |