Filed November 25, 2024 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC1 year Filed as: HEWITT ENNIS KNUPP Service code 17 · EIN 36-3109431 39584 TREASURY CTR · CHICAGO, IL 606949000 | Pension Consulting | $63,126 |
BDO USA, LLP4 years Service code 10 · EIN 13-5381590 PO BOX 642743 · PITTSBURGH, PA 152642743 | Accounting | $20,057 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,511 | $109,303+13.9% | $69,455+79.3% | $82,204+51.5% |
| Participation rate | 43.7% | 74.9%-31.1pp | 74.6%-30.9pp | 73.4%-29.7pp |
| Annual return | 18.27% | 20.08%-1.8pp | 28.97%-10.7pp | 26.31%-8.0pp |
| Employer contribution / active EE | $0 | $5,149-100.0% | $2,779-100.0% | $2,707-100.0% |
| Participant deferral / active EE | $3,208 | $4,210-23.8% | $3,535-9.3% | $4,246-24.4% |
| Admin fee / account holder | $5 | $29-83.9% | $3,839-99.9% | $76-93.8% |