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, LLC1 year Filed as: KREITLER AND ASSOCIATES Service code 26 195 CHURCH STREET · NEW HAVEN, CT 06510 | Advisory (Participants) | $152,514 |
HEWITT ASSOCIATES LLC3 years Filed as: HEWITT ENNIS KNUPP, INC Service code 16 · EIN 22-2232264 | Consulting | $39,454 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $17,325 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTING CONSULTING INC Service code 28 · EIN 36-3109431 | Investment Management | $16,620 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $7,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $106,144 | $109,303-2.9% | $69,480+52.8% | $82,204+29.1% |
| Participation rate | 17.0% | 74.9%-57.9pp | 74.6%-57.6pp | 73.4%-56.4pp |
| Annual return | 19.68% | 20.08%-0.4pp | 28.99%-9.3pp | 26.31%-6.6pp |
| Employer contribution / active EE | $0 | $5,149-100.0% | $2,780-100.0% | $2,707-100.0% |
| Participant deferral / active EE | $992 | $4,210-76.4% | $3,537-71.9% | $4,246-76.6% |
| Admin fee / account holder | $34 | $29+16.3% | $3,840-99.1% | $76-55.1% |