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 |
|---|---|---|
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $256,889 |
AON CONSULTING4 years Filed as: AON INVESTMENTS USA INC Service code 28 · EIN 36-3109431 | Investment Management | $50,550 |
GRANT THORNTON LLP4 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $22,575 |
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 | $75,026 | $111,545-32.7% | $64,110+17.0% | $103,657-27.6% |
| Participation rate | 80.4% | 74.9%+5.5pp | 72.3%+8.1pp | 73.4%+7.1pp |
| Annual return | 15.22% | 17.80%-2.6pp | 33.75%-18.5pp | 33.13%-17.9pp |
| Employer contribution / active EE | $1,299 | $4,573-71.6% | $2,751-52.8% | $3,216-59.6% |
| Participant deferral / active EE | $3,729 | $4,715-20.9% | $3,883-4.0% | $5,218-28.5% |
| Admin fee / account holder | $47 | $45+4.7% | $3,071-98.5% | $114-58.6% |