Filed April 10, 2003 (most recent of 2 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+ years Filed as: HEWITT ENNISKNUPP, INC Service code 28 · EIN 36-3109431 | Investment Management | $41,032 |
Service code 10 · EIN 36-4189747 | Accounting | $16,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $88,066 | $78,181+12.6% | $57,357+53.5% | $67,505+30.5% |
| Participation rate | 56.4% | 76.6%-20.2pp | 75.1%-18.7pp | 71.2%-14.8pp |
| Annual return | 2.24% | 2.76%-0.5pp | 24.41%-22.2pp | 6.52%-4.3pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,689-100.0% | $2,173-100.0% |
| Participant deferral / active EE | $7,836 | $3,501+123.8% | $3,162+147.8% | $3,597+117.9% |
| Admin fee / account holder | $6 | $27-76.9% | $3,357-99.8% | $56-89.1% |