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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $623,835 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 28 · EIN 36-3109431 | Investment Management | $385,218 |
KREITLER FINANCIAL, LLC1 year Service code 28 · EIN 06-1340298 | Investment Management | $165,613 |
KREITLER FINANCIAL, LLC2 years Filed as: KREITLER AND ASSOCIATES Service code 26 195 CHURCH STREET · NEW HAVEN, CT 06510 | Advisory (Participants) | $158,948 |
HEWITT ASSOCIATES LLC4 years Filed as: HEWITT ENNIS KNUPP, INC Service code 28 · EIN 36-3109431 | Investment Management | $131,947 |
GRANT THORNTON LLP4 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $18,375 |
Filed as: ARIS WEALTH SERVICES, INC. Service code 28 · EIN 25-1724474 | Investment Management | $10,691 |
Filed as: FLEXIBLE PLAN INVESTMENTS, LTD. Service code 28 · EIN 38-2340348 | Investment Management | $7,134 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $296,062 | $129,352+128.9% | $70,492+320.0% | $106,273+178.6% |
| Participation rate | 94.4% | 73.1%+21.3pp | 75.1%+19.3pp | 70.8%+23.6pp |
| Annual return | 11.45% | 13.88%-2.4pp | 109.16%-97.7pp | 21.70%-10.3pp |
| Employer contribution / active EE | $12,592 | $5,470+130.2% | $2,738+359.9% | $2,722+362.6% |
| Participant deferral / active EE | $11,801 | $4,597+156.7% | $3,711+218.0% | $4,601+156.5% |
| Admin fee / account holder | $72 | $37+95.0% | $3,848-98.1% | $78-8.6% |