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 |
|---|---|---|
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $56,006 |
HEWITT ASSOCIATES LLC1 year Filed as: HEWITT ENNIS KNUPP, INC Service code 28 · EIN 36-3109431 | Investment Management | $18,868 |
Employer 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 | $56,962 | $109,303-47.9% | $69,480-18.0% | $82,204-30.7% |
| Participation rate | 78.7% | 74.9%+3.8pp | 74.6%+4.1pp | 73.4%+5.3pp |
| Annual return | 19.28% | 20.08%-0.8pp | 28.99%-9.7pp | 26.31%-7.0pp |
| Employer contribution / active EE | $1,438 | $5,149-72.1% | $2,780-48.3% | $2,707-46.9% |
| Participant deferral / active EE | $3,646 | $4,210-13.4% | $3,537+3.1% | $4,246-14.1% |
| Admin fee / account holder | $11 | $29-61.8% | $3,840-99.7% | $76-85.3% |