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 | $277,050 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC Service code 28 · EIN 36-3109431 | Investment Management | $48,116 |
GRANT THORNTON LLP2 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $18,900 |
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 | $73,913 | $127,246-41.9% | $75,728-2.4% | $101,555-27.2% |
| Participation rate | 80.4% | 76.6%+3.9pp | 74.8%+5.6pp | 74.5%+5.9pp |
| Annual return | 15.23% | 14.35%+0.9pp | 104.66%-89.4pp | 21.00%-5.8pp |
| Employer contribution / active EE | $1,343 | $4,333-69.0% | $2,743-51.1% | $2,972-54.8% |
| Participant deferral / active EE | $3,831 | $4,639-17.4% | $3,820+0.3% | $4,874-21.4% |
| Admin fee / account holder | $49 | $42+18.7% | $3,620-98.6% | $139-64.7% |