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 LLC8 years Service code 13 · EIN 82-1061233 | Contract Administrator | $1,144,231 |
TRIGRAN4 years Filed as: TRIGRAN INVESTMENTS, INC. Service code 28 · EIN 36-3825728 | Investment Management | $295,739 |
NORTHERN TRUST COMPANY9+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $294,086 |
YALE UNIVERSITY9+ years Service code 14 · EIN 06-0646973 | Plan Administrator | $204,694 |
AON CONSULTING8 years Service code 11 · EIN 22-2232264 | Actuarial | $143,195 |
CURCIO WEBB3 years Service code 13 · EIN 36-4171366 | Contract Administrator | $112,353 |
Service code 28 · EIN 58-2124234 | Investment Management | $98,196 |
DELOITTE & TOUCHE LLP9+ years Filed as: DELOITTE TAX LLP Service code 10 · EIN 86-1065772 | Accounting | $94,910 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY Service code 50 · EIN 13-2655998 | Direct Payment | $72,701 |
K&L GATES6 years Service code 29 · EIN 25-0921018 | Legal | $37,571 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $250,061-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 5.83% | 8.48%-2.7pp | 7.82%-2.0pp | 8.48%-2.7pp |
| Employer contribution / active EE | $0 | $9,949-100.0% | $31,823-100.0% | $9,949-100.0% |
| Participant deferral / active EE | $0 | $734-100.0% | $365-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $18,503-100.0% | - |