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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $246,849 |
HEWITT ASSOCIATES LLC2 years Filed as: HEWITT ENNISKNUPP Service code 27 · EIN 36-3109431 | Advisory (Plan) | $140,944 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $352,164 | $106,087+232.0% | $86,717+306.1% | $78,104+350.9% |
| Participation rate | 74.7% | 89.6%-14.9pp | 76.6%-1.9pp | 74.5%+0.2pp |
| Annual return | -29.52% | -14.87%-14.7pp | 35.97%-65.5pp | 10.90%-40.4pp |
| Employer contribution / active EE | $10,566 | $4,110+157.1% | $2,837+272.4% | $3,128+237.8% |
| Participant deferral / active EE | $16,181 | $6,851+136.2% | $4,657+247.5% | $5,089+218.0% |
| Admin fee / account holder | $49 | $81-40.1% | $7,494-99.4% | $79-38.3% |