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 |
|---|---|---|
ALIGHT SOLUTIONS LLC4 years Service code 15 · EIN 82-1061233 | Recordkeeping | $772,896 |
AON CONSULTING4 years Service code 11 · EIN 22-2232264 | Actuarial | $335,018 |
TRIGRAN5+ years Service code 51 · EIN 36-3825728 | Investment Mgmt Fees | $236,779 |
NORTHERN TRUST COMPANY5+ years Filed as: NORTHERN TRUST Service code 17 · EIN 36-1561860 | Pension Consulting | $224,057 |
YALE UNIVERSITY5+ years Service code 14 · EIN 06-0646973 | Plan Administrator | $186,715 |
DELOITTE & TOUCHE LLP5+ years Filed as: DELOITTE TAX LLP Service code 10 · EIN 86-1065772 | Accounting | $84,568 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY Service code 72 · EIN 13-2655998 | Other investment fees and expenses | $69,764 |
K&L GATES2 years Service code 29 · EIN 25-0921018 | Legal | $48,281 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 21 · EIN 94-3112180 | Bank Trustee | $46,719 |
GRANT THORNTON LLP2 years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $29,348 |
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 | $75,924-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 52.9%-52.9pp | 0.0%0pp |
| Annual return | 8.73% | 5230.06%-5221.3pp | 6.78%+2.0pp | 5230.06%-5221.3pp |
| Employer contribution / active EE | $7,881 | $10,491-24.9% | $28,542-72.4% | $10,491-24.9% |
| Participant deferral / active EE | $0 | $460-100.0% | $763-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $1,754-100.0% | - |