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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC2 years Service code 15 · EIN 22-2232264 | Recordkeeping | $69,635 |
INVESCO2 years Service code 28 · EIN 46-3793325 | Investment Management | $16,405 |
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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 | $46,757-100.0% | $413,253-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 40.8%-40.8pp | 11.3%-11.3pp |
| Annual return | 14.75% | 9.12%+5.6pp | 8.55%+6.2pp | 10.41%+4.3pp |
| Employer contribution / active EE | $53,187 | $25,802+106.1% | $55,494-4.2% | $14,691+262.0% |
| Participant deferral / active EE | $0 | $100-100.0% | $122-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $160,808-100.0% | $2,646-100.0% |