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 LLC2+ years Filed as: HEWITT ASSOCIATES Service code 11 · EIN 36-2253791 | Actuarial | $956,533 |
TRIGRAN2+ years Service code 28 · EIN 36-3825728 | Investment Management | $298,819 |
YALE UNIVERSITY2+ years Service code 14 · EIN 06-0646973 | Plan Administrator | $186,597 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $179,616 |
K&L GATES2+ years Filed as: K&L GATES LLC Service code 29 · EIN 25-0921018 | Legal | $121,093 |
ALIGHT SOLUTIONS LLC1 year Service code 13 · EIN 82-1061233 | Contract Administrator | $83,336 |
DELOITTE & TOUCHE LLP2+ years Filed as: DELOITTE TAX LLP Service code 10 · EIN 86-1065772 | Accounting | $72,673 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 21 · EIN 94-3112180 | Bank Trustee | $67,763 |
PRICEWATERHOUSECOOPERS LLP2+ years Service code 10 · EIN 13-4008324 | Accounting | $33,000 |
ALLEN AND COMPANY LLC2+ years Service code 71 · EIN 13-4193615 | Brokerage Fees | $23,799 |
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 | $0 | $127,144-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 62.9%-62.9pp | 0.0%0pp |
| Annual return | 10.93% | 16.32%-5.4pp | 9.35%+1.6pp | 16.32%-5.4pp |
| Employer contribution / active EE | $9,499 | $12,766-25.6% | $25,504-62.8% | $12,766-25.6% |
| Participant deferral / active EE | $0 | $800-100.0% | $1,066-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $2,049-100.0% | - |