Filed February 18, 2015 (most recent of 4 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.
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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ENNIS KNUPP INC Service code 16 · EIN 36-3109431 | Consulting | $57,781 |
PRICEWATERHOUSECOOPERS LLP1+ years Filed as: PRICE WATERHOUSE COOPERS LLP Service code 10 · EIN 13-4008324 | Accounting | $32,700 |
HUNTON ANDREWS KURTH LLP1+ years Filed as: HUNTON & WILLIAMS LLP Service code 29 · EIN 54-0572269 | Legal | $23,761 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$124,525 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $45,915 | $87,670-47.6% | $123,105-62.7% | $69,651-34.1% |
| Participation rate | 98.7% | 87.8%+10.9pp | 86.8%+11.9pp | 66.6%+32.1pp |
| Annual return | 1.92% | 3.10%-1.2pp | 13.22%-11.3pp | 53.77%-51.8pp |
| Employer contribution / active EE | $3,003 | $3,511-14.4% | $5,151-41.7% | $2,241+34.1% |
| Participant deferral / active EE | $4,149 | $5,412-23.3% | $6,229-33.4% | $3,635+14.1% |
| Admin fee / account holder | -$1 | $94-100.7% | $9,014-100.0% | $63-101.1% |