Filed December 16, 2015 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $229,417 |
HEWITT ASSOCIATES LLC4+ years Filed as: HEWITT ENNIS KNUPP, INC. Service code 27 · EIN 22-2232264 | Advisory (Plan) | $74,938 |
WITHUMSMITH+BROWN, PC4+ years Filed as: PARKER, BROWN, MACAULAY & SHEERIN Service code 29 · EIN 04-3422478 | Legal | $22,737 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON Service code 17 · EIN 23-1159360 | Pension Consulting | $22,500 |
SAMET & COMPANY PC4+ years Service code 10 · EIN 04-3027605 | Accounting | $16,750 |
VERRILL DANA LLP1 year Service code 29 · EIN 01-0176171 | Legal | $14,162 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $92,715 | $97,136-4.6% | $59,899+54.8% | $73,367+26.4% |
| Participation rate | 37.8% | 65.8%-28.0pp | 74.7%-36.9pp | 69.5%-31.7pp |
| Annual return | -2.84% | -2.56%-0.3pp | 3.46%-6.3pp | 173.45%-176.3pp |
| Employer contribution / active EE | $0 | $4,492-100.0% | $2,723-100.0% | $2,499-100.0% |
| Participant deferral / active EE | $5,366 | $4,036+33.0% | $3,403+57.7% | $4,033+33.1% |
| Admin fee / account holder | $38 | $31+22.8% | $3,592-99.0% | $68-44.9% |