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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC1 year Service code 15 · EIN 22-2232264 | Recordkeeping | $45,589 |
INVESCO1 year Service code 28 · EIN 46-3793325 | Investment Management | $15,975 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen 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 | $0 | $52,729-100.0% | $358,154-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.4%-37.4pp | 12.6%-12.6pp |
| Annual return | 5.89% | 4.35%+1.5pp | 2.24%+3.6pp | 4.56%+1.3pp |
| Employer contribution / active EE | $38,053 | $105,825-64.0% | $54,559-30.3% | $15,526+145.1% |
| Participant deferral / active EE | $0 | $102-100.0% | $81-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $6,053-100.0% | $1,711-100.0% |