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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $102,982 |
KREITLER FINANCIAL, LLC4 years Service code 28 · EIN 06-1340298 | Investment Management | $93,999 |
AON CONSULTING4 years Filed as: AON INVESTMENTS USA INC Service code 28 · EIN 36-3109431 | Investment Management | $32,936 |
Service code 28 · EIN 87-3087476 | Investment Management | $27,927 |
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.
Annual investment return 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 | $112,582 | $133,493-15.7% | $64,110+75.6% | $96,393+16.8% |
| Participation rate | 15.7% | 69.3%-53.6pp | 72.3%-56.6pp | 71.3%-55.6pp |
| Annual return | 12.81% | 17.06%-4.3pp | 33.75%-20.9pp | 22.88%-10.1pp |
| Employer contribution / active EE | $0 | $6,233-100.0% | $2,751-100.0% | $3,239-100.0% |
| Participant deferral / active EE | $301 | $5,097-94.1% | $3,883-92.3% | $5,455-94.5% |
| Admin fee / account holder | $35 | $34+2.5% | $3,071-98.9% | $74-52.3% |