Filed January 20, 2015
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $368,753 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING, Service code 27 · EIN 36-2235791 | Advisory (Plan) | $81,778 |
HEWITT ASSOCIATES LLC1 year Filed as: HEWITT ENNISKNUPP, INC. Service code 27 · EIN 36-2235791 | Advisory (Plan) | $27,827 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $94,701 | $98,217-3.6% | $105,754-10.5% | $63,975+48.0% |
| Participation rate | 81.2% | 81.9%-0.7pp | 78.9%+2.3pp | 71.1%+10.0pp |
| Annual return | 6.26% | 20.18%-13.9pp | 12.25%-6.0pp | 48.65%-42.4pp |
| Employer contribution / active EE | $9,023 | $4,802+87.9% | $4,079+121.2% | $2,182+313.6% |
| Participant deferral / active EE | $7,209 | $6,019+19.8% | $5,326+35.4% | $3,356+114.8% |
| Admin fee / account holder | $77 | $70+10.0% | $8,309-99.1% | $70+9.0% |