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 LLC2+ years Filed as: HEWITT ENNIS KNUPP, INC. Service code 28 · EIN 36-3109431 | Investment Management | $170,320 |
BONADIO & CO., LLP2+ years Service code 10 · EIN 16-1131146 | Accounting | $25,900 |
NIXON PEABODY LLP2+ years Service code 28 · EIN 16-0764720 | Investment Management | $8,602 |
TIAA2+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $6,204 |
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 | $116,453 | $111,945+4.0% | $63,018+84.8% | $80,976+43.8% |
| Participation rate | 77.6% | 65.1%+12.6pp | 74.8%+2.8pp | 68.3%+9.4pp |
| Annual return | 13.47% | 17.10%-3.6pp | 87.63%-74.2pp | 22.91%-9.4pp |
| Employer contribution / active EE | $3,983 | $4,590-13.2% | $2,761+44.3% | $2,402+65.8% |
| Participant deferral / active EE | $3,924 | $3,579+9.6% | $3,330+17.9% | $3,848+2.0% |
| Admin fee / account holder | $6 | $24-76.1% | $3,601-99.8% | $67-91.3% |