Filed April 10, 2003 (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 | $308,961 |
Service code 11 · EIN 53-0181291 | Actuarial | $107,305 |
HEWITT ASSOCIATES LLC5+ years Filed as: HEWITT ENNISKNUPP, INC Service code 28 · EIN 36-3109431 | Investment Management | $103,468 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $280,562 | $204,517+37.2% | $69,480+303.8% | $77,775+260.7% |
| Participation rate | 97.6% | 74.6%+23.0pp | 74.6%+23.0pp | 73.2%+24.4pp |
| Annual return | 18.47% | 22.10%-3.6pp | 28.99%-10.5pp | 32.58%-14.1pp |
| Employer contribution / active EE | $12,102 | $3,548+241.1% | $2,780+335.4% | $2,504+383.3% |
| Participant deferral / active EE | $7,709 | $3,478+121.6% | $3,537+118.0% | $3,966+94.4% |
| Admin fee / account holder | $52 | $101-48.3% | $3,840-98.6% | $100-48.1% |