Filed November 25, 2024 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC2 years Filed as: HEWITT ENNIS KNUPP, INC Service code 26 · EIN 36-3109431 39584 TREASURY CTR · CHICAGO, IL 606949000 | Advisory (Participants) | $40,412 |
BDO USA, LLP2 years Service code 10 · EIN 13-5381590 PO BOX 642743 · PITTSBURGH, PA 152642743 | Accounting | $16,037 |
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 | $120,271 | $98,180+22.5% | $63,018+90.9% | $177,276-32.2% |
| Participation rate | 49.9% | 75.3%-25.4pp | 74.8%-24.9pp | 74.8%-24.9pp |
| Annual return | 15.68% | 16.81%-1.1pp | 87.63%-71.9pp | 21.25%-5.6pp |
| Employer contribution / active EE | $0 | $3,885-100.0% | $2,761-100.0% | $2,479-100.0% |
| Participant deferral / active EE | $2,493 | $3,805-34.5% | $3,330-25.1% | $3,881-35.7% |
| Admin fee / account holder | $75 | $31+140.3% | $3,601-97.9% | $154-51.4% |