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 LLC3+ years Filed as: HEWITT ENNIS KNUPP, INC. Service code 28 · EIN 36-3109431 | Investment Management | $136,915 |
BONADIO & CO., LLP3+ years Service code 10 · EIN 16-1131146 | Accounting | $27,420 |
TIAA3+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $20,656 |
NIXON PEABODY LLP3+ years Service code 28 · EIN 16-0764720 | Investment Management | $5,911 |
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 | $119,274 | $97,136+22.8% | $59,899+99.1% | $73,367+62.6% |
| Participation rate | 82.0% | 65.8%+16.2pp | 74.7%+7.3pp | 69.5%+12.5pp |
| Annual return | 9.50% | -2.56%+12.1pp | 3.46%+6.0pp | 173.45%-164.0pp |
| Employer contribution / active EE | $4,039 | $4,492-10.1% | $2,723+48.3% | $2,499+61.6% |
| Participant deferral / active EE | $4,109 | $4,036+1.8% | $3,403+20.7% | $4,033+1.9% |
| Admin fee / account holder | $5 | $31-84.2% | $3,592-99.9% | $68-92.9% |