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 LLC3+ years Filed as: HEWITT ENNISKNUPP, INC Service code 28 · EIN 36-3109431 | Investment Management | $43,159 |
Service code 10 · EIN 36-4189747 | Accounting | $16,250 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $507 |
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 | $120,605 | $98,180+22.8% | $63,018+91.4% | $177,276-32.0% |
| Participation rate | 63.3% | 75.3%-12.0pp | 74.8%-11.5pp | 74.8%-11.5pp |
| Annual return | 17.47% | 16.81%+0.7pp | 87.63%-70.2pp | 21.25%-3.8pp |
| Employer contribution / active EE | $0 | $3,885-100.0% | $2,761-100.0% | $2,479-100.0% |
| Participant deferral / active EE | $7,843 | $3,805+106.1% | $3,330+135.5% | $3,881+102.1% |
| Admin fee / account holder | $7 | $31-78.6% | $3,601-99.8% | $154-95.7% |