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.
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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC3 years Service code 13 · EIN 82-1061233 | Contract Administrator | $955,120 |
TRIGRAN4+ years Service code 28 · EIN 36-3825728 | Investment Management | $362,509 |
AON CONSULTING3 years Service code 11 · EIN 22-2232264 | Actuarial | $317,225 |
NORTHERN TRUST COMPANY4+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $216,344 |
YALE UNIVERSITY4+ years Service code 14 · EIN 06-0646973 | Plan Administrator | $199,341 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 21 · EIN 94-3112180 | Bank Trustee | $64,762 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $50,275 |
K&L GATES1 year Service code 29 · EIN 25-0921018 | Legal | $36,377 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 72 · EIN 13-2655998 | Other investment fees and expenses | $18,268 |
DELOITTE & TOUCHE LLP4+ years Filed as: DELOITTE TAX LLP Service code 10 · EIN 86-1065772 | Accounting | $3,637 |
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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.
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 | $143,222-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.6%-57.6pp | 0.0%0pp |
| Annual return | 3.21% | 1023.85%-1020.6pp | 8.97%-5.8pp | 1023.85%-1020.6pp |
| Employer contribution / active EE | $13,064 | $11,605+12.6% | $37,026-64.7% | $11,605+12.6% |
| Participant deferral / active EE | $0 | $275-100.0% | $1,023-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $2,546-100.0% | - |