Filed September 30, 2020
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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ASSOCIATES Service code 15 · EIN 36-2235791 | Recordkeeping | $24,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $338,808 | $82,683+309.8% | $133,980+152.9% | $65,292+418.9% |
| Participation rate | 99.5% | 87.3%+12.2pp | 87.1%+12.4pp | 72.4%+27.1pp |
| Annual return | -0.60% | 9.63%-10.2pp | 29.30%-29.9pp | 11.84%-12.4pp |
| Employer contribution / active EE | $17,205 | $3,583+380.1% | $5,211+230.1% | $2,302+647.5% |
| Participant deferral / active EE | $6,185 | $5,190+19.2% | $6,282-1.5% | $3,579+72.8% |
| Admin fee / account holder | $0 | $66-100.0% | $9,324-100.0% | $57-100.0% |