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, INC Service code 27 · EIN 36-3109431 10 S RIVERSIDE PLZ SUITE 1600 · CHICAGO, IL 606063830 | Advisory (Plan) | $39,450 |
Service code 16 · EIN 52-2087322 19821 FOGGY BOTTOM RD · BLUEMONT, VA 201352134 | Consulting | $30,885 |
BDO USA, LLP6 years Service code 10 · EIN 13-5381590 PO BOX 642743 · PITTSBURGH, PA 152642743 | Accounting | $20,000 |
HYPERGEN INC1 year Filed as: HYPERGEN, INC Service code 16 · EIN 84-1203006 7810 CARVIN STREET · ROANOKE, VA 24019 | Consulting | $10,260 |
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 | $161,370 | $120,057+34.4% | $75,728+113.1% | $93,010+73.5% |
| Participation rate | 77.9% | 77.3%+0.6pp | 74.8%+3.1pp | 73.9%+4.0pp |
| Annual return | 13.04% | 19.62%-6.6pp | 104.66%-91.6pp | 158.70%-145.7pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,743-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $7,130 | $4,089+74.4% | $3,820+86.6% | $4,561+56.3% |
| Admin fee / account holder | $41 | $81-49.6% | $3,620-98.9% | $152-72.9% |