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 LLC4 years Filed as: HEWITT ENNIS KNUPP INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $87,828 |
Service code 37 · EIN 04-2647786 | Loan Processing | $55,102 |
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 | $322,415 | $117,238+175.0% | $87,102+270.2% | $82,204+292.2% |
| Participation rate | 98.3% | 87.2%+11.1pp | 76.9%+21.5pp | 73.4%+24.9pp |
| Annual return | 73.63% | 25.80%+47.8pp | 28.19%+45.4pp | 26.31%+47.3pp |
| Employer contribution / active EE | $10,829 | $3,535+206.3% | $2,521+329.5% | $2,707+300.0% |
| Participant deferral / active EE | $13,071 | $5,976+118.7% | $4,048+222.9% | $4,246+207.9% |
| Admin fee / account holder | $35 | $81-57.1% | $7,493-99.5% | $76-53.8% |