Filed July 27, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC4+ years Filed as: HEWITT ASSOCIATES, LLC Service code 17 · EIN 36-2235791 | Pension Consulting | $513,868 |
SILVERSTONE GROUP4+ years Filed as: SILVERSTONE GROUP, INC Service code 11 · EIN 47-0813106 | Actuarial | $27,301 |
JACKSON LEWIS P.C.1 year Filed as: JACKSON LEWIS Service code 29 · EIN 13-1863997 | Legal | $6,997 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | 0.38% | -0.94%+1.3pp | -2.18%+2.6pp | 33.37%-33.0pp |
| Employer contribution / active EE | $0 | $12,464-100.0% | $38,751-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |