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 | $195,138 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 28 · EIN 36-3109431 | Investment Management | $24,650 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $18,375 |
HEWITT ASSOCIATES LLC2 years Filed as: HEWITT ENNIS KNUPP, INC Service code 28 · EIN 36-3109431 | Investment Management | $11,632 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $63,474 | $113,699-44.2% | $70,492-10.0% | $93,223-31.9% |
| Participation rate | 81.0% | 77.8%+3.2pp | 75.1%+5.9pp | 74.9%+6.1pp |
| Annual return | 11.47% | 14.93%-3.5pp | 109.16%-97.7pp | 19.29%-7.8pp |
| Employer contribution / active EE | $1,252 | $3,991-68.6% | $2,738-54.3% | $2,680-53.3% |
| Participant deferral / active EE | $3,494 | $4,485-22.1% | $3,711-5.9% | $4,563-23.4% |
| Admin fee / account holder | $36 | $40-9.7% | $3,848-99.1% | $79-54.0% |