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 LLC2+ years Filed as: HEWITT ENNISKNUPP, INC Service code 28 · EIN 36-3109431 | Investment Management | $52,104 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $878 |
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 | $107,867 | $91,420+18.0% | $57,196+88.6% | $65,292+65.2% |
| Participation rate | 64.0% | 72.6%-8.6pp | 75.3%-11.3pp | 72.4%-8.4pp |
| Annual return | 10.56% | 7.55%+3.0pp | 14.59%-4.0pp | 11.84%-1.3pp |
| Employer contribution / active EE | $0 | $3,776-100.0% | $2,683-100.0% | $2,302-100.0% |
| Participant deferral / active EE | $7,811 | $3,512+122.4% | $3,096+152.3% | $3,579+118.3% |
| Admin fee / account holder | $6 | $22-71.6% | $3,141-99.8% | $57-89.2% |