Filed June 13, 1995
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC1 year Filed as: HEWITT ENNIS KNUPP INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $117,608 |
Filed as: FIDELITY INVESTMENTS INSTIT OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | -$25,264 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $265,105 | $80,211+230.5% | $74,184+257.4% | $63,975+314.4% |
| Participation rate | 97.7% | 84.2%+13.5pp | 76.6%+21.1pp | 71.1%+26.6pp |
| Annual return | 7.29% | 14.13%-6.8pp | 17.74%-10.4pp | 48.65%-41.4pp |
| Employer contribution / active EE | $8,364 | $2,553+227.6% | $2,370+252.9% | $2,182+283.4% |
| Participant deferral / active EE | $10,849 | $4,370+148.3% | $3,550+205.6% | $3,356+223.2% |
| Admin fee / account holder | $18 | $67-73.3% | $5,586-99.7% | $70-74.5% |