Filed December 16, 2015 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $170,841 |
HEWITT ASSOCIATES LLC3+ years Filed as: HEWITT ENNIS KNUPP, INC. Service code 27 · EIN 22-2232264 | Advisory (Plan) | $54,748 |
WITHUMSMITH+BROWN, PC3+ years Filed as: PARKER, BROWN, MACAULAY & SHEERIN Service code 29 · EIN 04-3422478 | Legal | $33,642 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON Service code 17 · EIN 23-1159360 | Pension Consulting | $22,500 |
SAP PUBLIC SERVICE1 year Service code 10 · EIN 54-1865804 | Accounting | $5,080 |
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 | $100,431 | $111,945-10.3% | $63,018+59.4% | $80,976+24.0% |
| Participation rate | 39.0% | 65.1%-26.0pp | 74.8%-35.8pp | 68.3%-29.2pp |
| Annual return | 16.35% | 17.10%-0.8pp | 87.63%-71.3pp | 22.91%-6.6pp |
| Employer contribution / active EE | $0 | $4,590-100.0% | $2,761-100.0% | $2,402-100.0% |
| Participant deferral / active EE | $3,122 | $3,579-12.8% | $3,330-6.2% | $3,848-18.9% |
| Admin fee / account holder | $31 | $24+24.8% | $3,601-99.2% | $67-54.7% |