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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $57,228 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER & TIDWELL LLC Service code 10 · EIN 75-0786316 | Accounting | $15,500 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $23,094-100.0% | $169,917-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 10.7%-10.7pp | 10.3%-10.3pp | 12.6%-12.6pp |
| Annual return | 9.18% | 4.80%+4.4pp | 7.98%+1.2pp | 4.56%+4.6pp |
| Employer contribution / active EE | $0 | $12,906-100.0% | $23,724-100.0% | $15,526-100.0% |
| Participant deferral / active EE | $0 | $25-100.0% | $53-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $95-100.0% | $636-100.0% | $1,711-100.0% |