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 |
|---|---|---|
HEWITT ASSOCIATES LLC1 year Filed as: HEWITT ENNISKNUPP Service code 16 · EIN 36-3109431 | Consulting | $126,369 |
Service code 37 · EIN 04-2647786 | Loan Processing | $107,427 |
HEWITT ASSOCIATES LLC4+ years Service code 27 · EIN 36-2235791 | Advisory (Plan) | $15,000 |
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 | $142,497 | $106,649+33.6% | $80,022+78.1% | $68,904+106.8% |
| Participation rate | 96.6% | 88.1%+8.5pp | 75.8%+20.8pp | 74.1%+22.5pp |
| Annual return | -4.50% | -0.87%-3.6pp | 11.22%-15.7pp | 1.07%-5.6pp |
| Employer contribution / active EE | $10,223 | $4,132+147.4% | $2,468+314.2% | $2,540+302.4% |
| Participant deferral / active EE | $9,880 | $6,395+54.5% | $3,686+168.1% | $4,015+146.1% |
| Admin fee / account holder | $21 | $58-63.2% | $6,521-99.7% | $71-70.0% |