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 LLC3 years Filed as: HEWITT ENNIS KNUPP INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $113,537 |
Service code 37 · EIN 04-2647786 | Loan Processing | $107,126 |
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 | $288,001 | $78,852+265.2% | $76,768+275.2% | $75,289+282.5% |
| Participation rate | 99.4% | 85.0%+14.4pp | 77.0%+22.5pp | 72.4%+27.0pp |
| Annual return | -4.72% | -1.29%-3.4pp | 2.43%-7.1pp | -0.04%-4.7pp |
| Employer contribution / active EE | $9,066 | $2,794+224.4% | $2,485+264.8% | $2,405+277.0% |
| Participant deferral / active EE | $12,382 | $4,800+158.0% | $3,852+221.5% | $3,739+231.2% |
| Admin fee / account holder | $47 | $79-41.1% | $6,676-99.3% | $102-54.5% |