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 UNIVERSITY2+ years Service code 14 · EIN 06-0646973 | Plan Administrator | $129,859 |
HEWITT ASSOCIATES LLC1 year Filed as: HEWITT ENNIS KNUPP, INC Service code 28 · EIN 36-3109431 | Investment Management | $119,353 |
AON CONSULTING1 year Filed as: AON CONSULTING HEWITT ASSOCIATES Service code 28 · EIN 22-2232264 | Investment Management | $106,571 |
DKC RETIREMENT ASSOC. LLC2+ years Filed as: DKC RETIREMENT ASSOCIATION LLC Service code 49 · EIN 06-1466133 | Other Services | $27,500 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $16,248 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $962 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $267,774 | $98,180+172.7% | $63,018+324.9% | $177,276+51.0% |
| Participation rate | 98.0% | 75.3%+22.7pp | 74.8%+23.2pp | 74.8%+23.2pp |
| Annual return | 16.05% | 16.81%-0.8pp | 87.63%-71.6pp | 21.25%-5.2pp |
| Employer contribution / active EE | $12,399 | $3,885+219.1% | $2,761+349.1% | $2,479+400.2% |
| Participant deferral / active EE | $11,543 | $3,805+203.4% | $3,330+246.7% | $3,881+197.4% |
| Admin fee / account holder | $22 | $31-28.5% | $3,601-99.4% | $154-85.5% |