Filed November 25, 2024 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ENNIS KNUPP INC Service code 27 · EIN 39-3109431 39584 TREASURY CTR · CHICAGO, IL 606949000 | Advisory (Plan) | $24,663 |
AON CONSULTING1+ years Filed as: AON HEWITT Service code 26 · EIN 39-3109431 39584 TREASURY CTR · CHICAGO, IL 606949000 | Advisory (Participants) | $20,543 |
FEELEY & DRISCOLL, PC1+ years Filed as: FEELEY & DRISCOLL PC Service code 10 · EIN 04-2684828 200 PORTLAND ST · BOSTON, MA 02114 | Accounting | $15,565 |
THE BERWYN GROUP1+ years Filed as: BERWYN GROUP Service code 49 · EIN 34-1672337 | Other Services | $1,417 |
Filed as: FIDELITY INST INST OPS CO INC Service code 37 · EIN 04-2647786 164 NORTHERN AVENUE · BOSTON, MA 02210 | Loan Processing | -$40,556 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $108,081 | $78,181+38.2% | $57,357+88.4% | $67,505+60.1% |
| Participation rate | 65.0% | 76.6%-11.6pp | 75.1%-10.1pp | 71.2%-6.2pp |
| Annual return | 2.55% | 2.76%-0.2pp | 24.41%-21.9pp | 6.52%-4.0pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,689-100.0% | $2,173-100.0% |
| Participant deferral / active EE | $3,135 | $3,501-10.4% | $3,162-0.8% | $3,597-12.8% |
| Admin fee / account holder | $67 | $27+152.4% | $3,357-98.0% | $56+19.1% |