Filed January 19, 2016 (most recent of 3 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $134,715 |
HEWITT ASSOCIATES LLC1+ years Service code 16 · EIN 36-2235791 | Consulting | $127,786 |
AON CONSULTING1+ years Filed as: AON CONSULTING, INC (NJ) Service code 27 · EIN 22-2232264 | Advisory (Plan) | $36,944 |
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 | $133,263 | $120,005+11.0% | $68,509+94.5% | $67,505+97.4% |
| Participation rate | 96.4% | 87.9%+8.5pp | 74.7%+21.7pp | 71.2%+25.2pp |
| Annual return | 1.43% | 2.25%-0.8pp | 8.27%-6.8pp | 6.52%-5.1pp |
| Employer contribution / active EE | $10,538 | $4,267+147.0% | $2,278+362.6% | $2,173+385.0% |
| Participant deferral / active EE | $9,788 | $6,452+51.7% | $3,382+189.4% | $3,597+172.2% |
| Admin fee / account holder | $30 | $71-58.2% | $5,275-99.4% | $56-47.0% |