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 | $206,596 |
HEWITT ASSOCIATES LLC3+ years Service code 27 · EIN 36-2235791 | Advisory (Plan) | $81,187 |
AON CONSULTING3+ years Filed as: AON CONSULTING, INC (NJ) Service code 27 · EIN 36-2235791 | Advisory (Plan) | $40,743 |
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 | $153,745 | $2,226,388-93.1% | $91,004+68.9% | $177,276-13.3% |
| Participation rate | 99.2% | 85.1%+14.1pp | 75.6%+23.6pp | 74.8%+24.4pp |
| Annual return | 19.90% | 20.16%-0.3pp | 4.60%+15.3pp | 21.25%-1.4pp |
| Employer contribution / active EE | $11,446 | $4,139+176.5% | $2,456+366.1% | $2,479+361.7% |
| Participant deferral / active EE | $10,541 | $6,423+64.1% | $3,548+197.1% | $3,881+171.6% |
| Admin fee / account holder | $27 | $1,921-98.6% | $5,417-99.5% | $154-82.5% |