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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $319,052 |
HEWITT ASSOCIATES LLC7+ years Filed as: HEWITT ENNISKNUPP, INC Service code 28 · EIN 36-3109431 | Investment Management | $54,894 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $344,121 | $120,057+186.6% | $75,728+354.4% | $93,010+270.0% |
| Participation rate | 94.1% | 77.3%+16.8pp | 74.8%+19.2pp | 73.9%+20.2pp |
| Annual return | 14.00% | 19.62%-5.6pp | 104.66%-90.7pp | 158.70%-144.7pp |
| Employer contribution / active EE | $7,318 | $3,253+124.9% | $2,743+166.8% | $2,705+170.5% |
| Participant deferral / active EE | $7,492 | $4,089+83.2% | $3,820+96.1% | $4,561+64.3% |
| Admin fee / account holder | $37 | $81-54.9% | $3,620-99.0% | $152-75.8% |