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 |
|---|---|---|
HEWITT ASSOCIATES LLC2 years Filed as: HEWITT ENNIS KNUPP, INC Service code 28 · EIN 36-3109431 | Investment Management | $186,003 |
YALE UNIVERSITY3+ years Service code 14 · EIN 06-0646973 | Plan Administrator | $127,969 |
GRANT THORNTON LLP2 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $32,179 |
DKC RETIREMENT ASSOC. LLC3+ years Filed as: DKC RETIREMENT ASSOCIATION LLC Service code 49 · EIN 06-1466133 | Other Services | $16,500 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $4,178 |
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 | $253,420 | $91,937+175.6% | $59,899+323.1% | $68,904+267.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 74.7%+25.3pp | 74.1%+25.9pp |
| Annual return | -3.38% | -3.10%-0.3pp | 3.46%-6.8pp | 1.07%-4.5pp |
| Employer contribution / active EE | $13,306 | $4,347+206.1% | $2,723+388.7% | $2,540+423.8% |
| Participant deferral / active EE | $12,443 | $3,817+226.0% | $3,403+265.7% | $4,015+209.9% |
| Admin fee / account holder | $20 | $27-25.5% | $3,592-99.4% | $71-72.1% |