Filed June 13, 2002 (most recent of 2 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 |
|---|---|---|
YALE UNIVERSITY1+ years Service code 14 · EIN 06-0646973 | Plan Administrator | $68,123 |
DKC RETIREMENT ASSOC. LLC1+ years Filed as: DKC RETIREMENT ASSOCIATION LLC Service code 49 · EIN 06-1466133 | Other Services | $11,000 |
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,944 | $91,420+161.4% | $57,196+317.8% | $65,292+266.0% |
| Participation rate | 100.0% | 72.6%+27.4pp | 75.3%+24.7pp | 72.4%+27.6pp |
| Annual return | 5.44% | 7.55%-2.1pp | 14.59%-9.2pp | 11.84%-6.4pp |
| Employer contribution / active EE | $5,861 | $3,776+55.2% | $2,683+118.5% | $2,302+154.6% |
| Participant deferral / active EE | $5,402 | $3,512+53.8% | $3,096+74.5% | $3,579+51.0% |
| Admin fee / account holder | $5 | $22-78.1% | $3,141-99.8% | $57-91.7% |