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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $316,154 |
HEWITT ASSOCIATES LLC6+ years Filed as: HEWITT ENNISKNUPP, INC Service code 28 · EIN 36-3109431 | Investment Management | $55,813 |
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 | $318,637 | $105,581+201.8% | $70,492+352.0% | $90,274+253.0% |
| Participation rate | 97.3% | 77.5%+19.7pp | 75.1%+22.2pp | 73.4%+23.9pp |
| Annual return | 12.91% | 14.78%-1.9pp | 109.16%-96.3pp | 53.97%-41.1pp |
| Employer contribution / active EE | $7,146 | $3,304+116.3% | $2,738+161.0% | $2,523+183.2% |
| Participant deferral / active EE | $7,719 | $3,813+102.4% | $3,711+108.0% | $4,231+82.5% |
| Admin fee / account holder | $38 | $68-44.1% | $3,848-99.0% | $114-66.9% |