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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC5 years Service code 13 · EIN 82-1061233 | Contract Administrator | $955,070 |
TRIGRAN1 year Filed as: TRIGRAN INVESTMENTS, INC. Service code 28 · EIN 36-3825728 | Investment Management | $341,839 |
NORTHERN TRUST COMPANY6+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $230,457 |
YALE UNIVERSITY6+ years Service code 14 · EIN 06-0646973 | Plan Administrator | $180,258 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY Service code 50 · EIN 13-2655998 | Direct Payment | $93,236 |
DELOITTE & TOUCHE LLP6+ years Filed as: DELOITTE TAX LLP Service code 10 · EIN 86-1065772 | Accounting | $89,988 |
Service code 28 · EIN 58-2124234 | Investment Management | $85,916 |
AON CONSULTING5 years Service code 11 · EIN 22-2232264 | Actuarial | $59,207 |
GRANT THORNTON LLP3 years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $28,350 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $97,450-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.9%-41.9pp | 0.0%0pp |
| Annual return | 30.21% | 19.39%+10.8pp | 10.56%+19.7pp | 19.39%+10.8pp |
| Employer contribution / active EE | $5,330 | $8,446-36.9% | $28,542-81.3% | $8,446-36.9% |
| Participant deferral / active EE | $0 | $353-100.0% | $484-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $1,464-100.0% | - |