Filed July 27, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT ASSOCIATES, LLC Service code 17 · EIN 36-2235791 | Pension Consulting | $147,333 |
SILVERSTONE GROUP2+ years Filed as: SILVERSTONE GROUP, INC Service code 11 · EIN 47-0813106 | Actuarial | $136,956 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
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 | $0 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 4.98% | 6.13%-1.1pp | 4.74%+0.2pp | 9.19%-4.2pp |
| Employer contribution / active EE | $0 | $10,206-100.0% | $36,089-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |