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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $793,219 |
AON CONSULTING4 years Filed as: AON INVESTMENTS USA INC Service code 28 · EIN 36-3109431 | Investment Management | $553,256 |
KREITLER FINANCIAL, LLC4 years Service code 28 · EIN 06-1340298 | Investment Management | $376,016 |
Filed as: ASSETMARK,INC. Service code 28 · EIN 58-2113323 | Investment Management | $53,136 |
Service code 28 · EIN 87-3087476 | Investment Management | $42,582 |
Filed as: FLEXIBLE PLAN INVESTMENTS, LTD. Service code 28 · EIN 38-2340348 | Investment Management | $37,865 |
GRANT THORNTON LLP7 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $22,575 |
Filed as: COMMONWEALTH FINANCIAL NETWORK(H/O) Service code 28 · EIN 04-2675571 | Investment Management | $17,500 |
GILLER & CALHOUN, LLC1 year Service code 29 · EIN 35-2324104 | Legal | $16,092 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $304,097 | $133,493+127.8% | $64,110+374.3% | $96,393+215.5% |
| Participation rate | 96.1% | 69.3%+26.8pp | 72.3%+23.8pp | 71.3%+24.8pp |
| Annual return | 14.79% | 17.06%-2.3pp | 33.75%-19.0pp | 22.88%-8.1pp |
| Employer contribution / active EE | $12,832 | $6,233+105.9% | $2,751+366.5% | $3,239+296.2% |
| Participant deferral / active EE | $11,932 | $5,097+134.1% | $3,883+207.3% | $5,455+118.7% |
| Admin fee / account holder | $79 | $34+131.2% | $3,071-97.4% | $74+7.5% |