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 LLC3 years Filed as: HEWITT ENNIS KNUPP, INC Service code 28 · EIN 36-3109431 | Investment Management | $325,812 |
KREITLER FINANCIAL, LLC1 year Filed as: KREITLER AND ASSOCIATES Service code 26 195 CHURCH STREET, · NEW HAVEN, CT 06510 | Advisory (Participants) | $241,590 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTING CONSULTING INC Service code 28 · EIN 36-3109431 | Investment Management | $122,381 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $45,394 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $17,325 |
DKC RETIREMENT ASSOC. LLC4+ years Filed as: DKC RETIREMENT ASSOCIATION LLC Service code 49 · EIN 06-1466133 | Other Services | $5,500 |
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 | $268,036 | $109,303+145.2% | $69,480+285.8% | $82,204+226.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 74.6%+25.4pp | 73.4%+26.6pp |
| Annual return | 18.70% | 20.08%-1.4pp | 28.99%-10.3pp | 26.31%-7.6pp |
| Employer contribution / active EE | $13,459 | $5,149+161.4% | $2,780+384.2% | $2,707+397.2% |
| Participant deferral / active EE | $12,455 | $4,210+195.9% | $3,537+252.2% | $4,246+193.3% |
| Admin fee / account holder | $37 | $29+25.5% | $3,840-99.0% | $76-51.6% |