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 LLC1+ years Filed as: HEWITT ASSOCIATES Service code 11 · EIN 36-2253791 | Actuarial | $1,011,338 |
CHIEFTAIN ASSET MANAGEMENT, INC1+ years Service code 28 · EIN 13-3194313 | Investment Management | $212,405 |
TRIGRAN1+ years Service code 28 · EIN 36-3825728 | Investment Management | $205,201 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $178,859 |
YALE UNIVERSITY1+ years Service code 14 · EIN 06-0646973 | Plan Administrator | $174,347 |
RUTABAGA CAPITAL MANAGEMENT1+ years Service code 28 · EIN 04-3451870 | Investment Management | $121,478 |
DELOITTE & TOUCHE LLP1+ years Filed as: DELOITTE TAX LLP Service code 10 · EIN 86-1065772 | Accounting | $78,697 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 21 · EIN 94-3112180 | Bank Trustee | $71,156 |
PRICEWATERHOUSECOOPERS LLP1+ years Service code 10 · EIN 13-4008324 | Accounting | $25,000 |
K&L GATES1+ years Filed as: K&L GATES LLC Service code 29 · EIN 25-0921018 | Legal | $21,266 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen 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 | $0 | $57,821-100.0% | $110,523-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 47.6%-47.6pp | 5.5%-5.5pp |
| Annual return | 1.72% | 5.86%-4.1pp | 1.69%0pp | 5.86%-4.1pp |
| Employer contribution / active EE | $10,285 | $10,137+1.5% | $24,295-57.7% | $10,137+1.5% |
| Participant deferral / active EE | $0 | $492-100.0% | $1,031-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $1,392-100.0% | $387-100.0% |