Filed September 30, 2020
| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT ASSOCIATES Service code 15 · EIN 36-2235791 | Recordkeeping | $29,800 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $391,284 | $96,400+305.9% | $149,721+161.3% | $177,276+120.7% |
| Participation rate | 99.5% | 88.9%+10.5pp | 87.1%+12.4pp | 74.8%+24.6pp |
| Annual return | 15.39% | 19.02%-3.6pp | 1501.67%-1486.3pp | 21.25%-5.9pp |
| Employer contribution / active EE | $18,096 | $3,680+391.8% | $5,444+232.4% | $2,479+630.0% |
| Participant deferral / active EE | $6,936 | $5,510+25.9% | $6,568+5.6% | $3,881+78.7% |
| Admin fee / account holder | $0 | $69-100.0% | $11,282-100.0% | $154-100.0% |