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 |
|---|---|---|
TIAA7+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $287,512 |
AON CONSULTING3 years Filed as: AON INVESTMENTS USA INC Service code 28 · EIN 36-3109431 | Investment Management | $56,391 |
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 | $65,025 | $95,445-31.9% | $60,919+6.7% | $78,104-16.7% |
| Participation rate | 80.9% | 72.5%+8.4pp | 73.1%+7.8pp | 74.5%+6.4pp |
| Annual return | -11.60% | -12.21%+0.6pp | 16.98%-28.6pp | 10.90%-22.5pp |
| Employer contribution / active EE | $1,287 | $3,900-67.0% | $2,704-52.4% | $3,128-58.9% |
| Participant deferral / active EE | $4,012 | $4,558-12.0% | $3,814+5.2% | $5,089-21.2% |
| Admin fee / account holder | $49 | $46+6.2% | $3,226-98.5% | $79-38.4% |