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 |
|---|---|---|
KREITLER FINANCIAL, LLC3+ years Filed as: KREITLER FINANCIAL LLC Service code 26 265 CHURCH STREET · NEW HAVEN, CT 06510 | Advisory (Participants) | $348,785 |
GRANT THORNTON LLP2 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $32,179 |
HEWITT ASSOCIATES LLC2 years Filed as: HEWITT ENNIS KNUPP, INC Service code 16 · EIN 22-2232264 | Consulting | $22,372 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $675 |
Participant contribution per participant 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 | $92,297 | $87,173+5.9% | $59,899+54.1% | $75,289+22.6% |
| Participation rate | 82.3% | 74.5%+7.9pp | 74.7%+7.7pp | 72.4%+9.9pp |
| Annual return | 2.36% | -2.14%+4.5pp | 3.46%-1.1pp | -0.04%+2.4pp |
| Employer contribution / active EE | $0 | $3,473-100.0% | $2,723-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,458 | $3,379-56.9% | $3,403-57.2% | $3,739-61.0% |
| Admin fee / account holder | $57 | $75-23.3% | $3,592-98.4% | $102-43.9% |