Filed June 4, 2020 (most recent of 6 filings on file)
Total covered: 47 employees
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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC3+ years Filed as: HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $238,532 |
WEAVER AND TIDWELL, LLP2 years Filed as: WEAVER & TIDWELL LLC Service code 10 · EIN 75-0786316 | Accounting | $15,500 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $44,091-100.0% | $1,867,444-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 11.3%-11.3pp | 4.5%-4.5pp |
| Annual return | 13.44% | 13.95%-0.5pp | 9.84%+3.6pp | 13.95%-0.5pp |
| Employer contribution / active EE | $0 | $16,598-100.0% | $50,102-100.0% | $16,598-100.0% |
| Participant deferral / active EE | $0 | $511-100.0% | $612-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $18,647-100.0% | $612-100.0% |