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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $766,314 |
AON CONSULTING3 years Filed as: AON INVESTMENTS USA INC Service code 28 · EIN 36-3109431 | Investment Management | $602,044 |
KREITLER FINANCIAL, LLC3 years Service code 28 · EIN 06-1340298 | Investment Management | $364,144 |
Filed as: ASSETMARK,INC. Service code 28 · EIN 58-2113323 | Investment Management | $14,332 |
Filed as: FLEXIBLE PLAN INVESTMENTS, LTD. Service code 28 · EIN 38-2340348 | Investment Management | $14,177 |
Filed as: PENSION BENEFIT INFORMATION, LLC Service code 23 · EIN 82-4722389 | Insurance services; Direct payment fr... | $10,857 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $279,325 | $114,884+143.1% | $60,919+358.5% | $89,433+212.3% |
| Participation rate | 93.2% | 70.1%+23.1pp | 73.1%+20.1pp | 71.3%+21.9pp |
| Annual return | -10.13% | -13.42%+3.3pp | 16.98%-27.1pp | -11.88%+1.8pp |
| Employer contribution / active EE | $12,850 | $5,609+129.1% | $2,704+375.3% | $3,021+325.4% |
| Participant deferral / active EE | $11,871 | $4,846+145.0% | $3,814+211.2% | $5,125+131.6% |
| Admin fee / account holder | $77 | $37+106.9% | $3,226-97.6% | $79-2.7% |