Filed February 21, 2006 (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.
| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC9+ years Filed as: HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $36,602 |
CROWE LLP5 years Service code 10 · EIN 35-0921680 | Accounting | $14,145 |
MCM CPAS & ADVISORS LLP7 years Service code 10 · EIN 27-1235638 | Accounting | $3,510 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $282,865-100.0% | $101,802-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 12.4%-12.4pp |
| Annual return | 6.66% | 8.84%-2.2pp | 9.51%-2.8pp | 9.89%-3.2pp |
| Employer contribution / active EE | $0 | $10,586-100.0% | $23,377-100.0% | $14,313-100.0% |
| Participant deferral / active EE | $0 | $7-100.0% | $14-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $769-100.0% | $9,084-100.0% |