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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 | $45,720 |
Filed as: FIDELITY INVEST INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $23,868 |
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 | $217,058 | $86,791+150.1% | $115,038+88.7% | $59,188+266.7% |
| Participation rate | 68.2% | 72.8%-4.7pp | 81.4%-13.2pp | 69.4%-1.2pp |
| Annual return | 1.96% | 4.44%-2.5pp | 26.14%-24.2pp | 5.51%-3.5pp |
| Employer contribution / active EE | $0 | $2,950-100.0% | $4,608-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $6,025 | $5,298+13.7% | $6,0260% | $3,265+84.5% |
| Admin fee / account holder | $29 | $95-69.7% | $8,175-99.6% | $92-68.8% |