Filed January 24, 2008 (most recent of 4 filings on file)
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 LLC1+ years Filed as: HEWITT ENNIS KNUPP, INC. Service code 50 · EIN 36-3109431 | Direct Payment | $124,980 |
BONADIO & CO., LLP1+ years Service code 10 · EIN 16-1131146 | Accounting | $25,395 |
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $22,126 |
NIXON PEABODY LLP1+ years Service code 29 · EIN 16-0764720 | Legal | $10,908 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $106,406 | $89,117+19.4% | $57,196+86.0% | $329,111-67.7% |
| Participation rate | 78.3% | 67.2%+11.1pp | 75.3%+3.0pp | 67.9%+10.4pp |
| Annual return | 1.26% | 7.87%-6.6pp | 14.59%-13.3pp | 16.35%-15.1pp |
| Employer contribution / active EE | $3,866 | $4,034-4.2% | $2,683+44.1% | $2,303+67.9% |
| Participant deferral / active EE | $3,743 | $3,328+12.5% | $3,096+20.9% | $3,682+1.7% |
| Admin fee / account holder | $5 | $21-75.1% | $3,141-99.8% | $754-99.3% |