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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $103,336 |
KREITLER FINANCIAL, LLC3 years Service code 28 · EIN 06-1340298 | Investment Management | $97,927 |
AON CONSULTING3 years Filed as: AON INVESTMENTS USA INC Service code 28 · EIN 36-3109431 | Investment Management | $43,179 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $107,720 | $114,884-6.2% | $60,919+76.8% | $89,433+20.4% |
| Participation rate | 16.5% | 70.1%-53.6pp | 73.1%-56.6pp | 71.3%-54.8pp |
| Annual return | -5.76% | -13.42%+7.7pp | 16.98%-22.7pp | -11.88%+6.1pp |
| Employer contribution / active EE | $3 | $5,609-99.9% | $2,704-99.9% | $3,021-99.9% |
| Participant deferral / active EE | $378 | $4,846-92.2% | $3,814-90.1% | $5,125-92.6% |
| Admin fee / account holder | $34 | $37-9.6% | $3,226-99.0% | $79-57.5% |