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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $323,323 |
HEWITT ASSOCIATES LLC8+ years Filed as: HEWITT ENNISKNUPP, INC Service code 28 · EIN 36-3109431 | Investment Management | $72,350 |
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 | $298,245 | $98,780+201.9% | $60,919+389.6% | $77,906+282.8% |
| Participation rate | 92.8% | 76.7%+16.1pp | 73.1%+19.7pp | 73.7%+19.1pp |
| Annual return | -12.81% | -11.56%-1.2pp | 16.98%-29.8pp | 12.16%-25.0pp |
| Employer contribution / active EE | $15,879 | $3,605+340.5% | $2,704+487.3% | $2,846+457.9% |
| Participant deferral / active EE | $7,616 | $4,200+81.3% | $3,814+99.7% | $4,805+58.5% |
| Admin fee / account holder | $39 | $89-56.4% | $3,226-98.8% | $133-70.8% |