Filed November 17, 2020 (most recent of 12 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $1,599 |
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT FINANCIAL SERVICES LLC Service code 33 · EIN 36-3943169 | Direct payment from the plan; Distrib... | $40 |
THE BANK OF NEW YORK MELLON2+ years Filed as: PERSHING LLC Service code 50 · EIN 13-2741729 | Direct Payment | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $88,707-100.0% | $74,184-100.0% | $273,973-100.0% |
| Participation rate | 0.0% | 79.4%-79.4pp | 76.6%-76.6pp | 83.0%-83.0pp |
| Annual return | -93.38% | 11.94%-105.3pp | 17.74%-111.1pp | 41.46%-134.8pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |