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, INC Service code 27 · EIN 36-3109431 3984 TREASURY CTR · CHICAGO, IL 606949000 | Advisory (Plan) | $26,091 |
BDO USA, LLP5 years Service code 10 · EIN 13-5381590 PO BOX 642743 · PITTSBURGH, PA 152642743 | Accounting | $20,450 |
Filed as: DKC RETIREMENT ASSOCIATES, LLC Service code 16 · EIN 04-4380569 | Consulting | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $136,449 | $113,699+20.0% | $70,492+93.6% | $93,223+46.4% |
| Participation rate | 45.3% | 77.8%-32.5pp | 75.1%-29.8pp | 74.9%-29.6pp |
| Annual return | 14.17% | 14.93%-0.8pp | 109.16%-95.0pp | 19.29%-5.1pp |
| Employer contribution / active EE | $0 | $3,991-100.0% | $2,738-100.0% | $2,680-100.0% |
| Participant deferral / active EE | $3,307 | $4,485-26.3% | $3,711-10.9% | $4,563-27.5% |
| Admin fee / account holder | $31 | $40-22.7% | $3,848-99.2% | $79-60.6% |