Filed November 25, 2024 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC3 years Filed as: HEWITT ENNIS KNUPP, INC Service code 26 · EIN 36-3109431 39584 TREASURY CTR · CHICAGO, IL 606949000 | Advisory (Participants) | $65,566 |
BDO USA, LLP3 years Service code 10 · EIN 13-5381590 PO BOX 642743 · PITTSBURGH, PA 152642743 | Accounting | $19,050 |
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 | $111,218 | $91,937+21.0% | $59,899+85.7% | $68,904+61.4% |
| Participation rate | 48.7% | 74.4%-25.7pp | 74.7%-26.0pp | 74.1%-25.4pp |
| Annual return | -1.93% | -3.10%+1.2pp | 3.46%-5.4pp | 1.07%-3.0pp |
| Employer contribution / active EE | $0 | $4,347-100.0% | $2,723-100.0% | $2,540-100.0% |
| Participant deferral / active EE | $2,754 | $3,817-27.8% | $3,403-19.1% | $4,015-31.4% |
| Admin fee / account holder | $5 | $27-81.9% | $3,592-99.9% | $71-93.2% |