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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $832,000 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC Service code 28 · EIN 36-3109431 | Investment Management | $441,643 |
KREITLER FINANCIAL, LLC2 years Service code 28 · EIN 06-1340298 | Investment Management | $368,441 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTING CONSULTING, IN Service code 28 · EIN 36-3109431 | Investment Management | $81,807 |
GRANT THORNTON LLP5 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $18,900 |
ARIS CORPORATION OF AMERICA2 years Filed as: ARIS WEALTH SERVICES, INC. Service code 28 · EIN 25-1724474 | Investment Management | $12,738 |
Filed as: FLEXIBLE PLAN INVESTMENTS, LTD. Service code 28 · EIN 38-2340348 | Investment Management | $9,863 |
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 | $325,624 | $141,493+130.1% | $75,728+330.0% | $106,520+205.7% |
| Participation rate | 96.2% | 65.2%+31.1pp | 74.8%+21.4pp | 71.3%+24.9pp |
| Annual return | 13.79% | 15.80%-2.0pp | 104.66%-90.9pp | 19.28%-5.5pp |
| Employer contribution / active EE | $10,901 | $4,166+161.7% | $2,743+297.4% | $2,840+283.8% |
| Participant deferral / active EE | $10,233 | $4,740+115.9% | $3,820+167.9% | $4,948+106.8% |
| Admin fee / account holder | $81 | $40+101.2% | $3,620-97.8% | $75+8.9% |