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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $324,541 |
HEWITT ASSOCIATES LLC9+ years Filed as: HEWITT ENNISKNUPP, INC Service code 28 · EIN 36-3109431 | Investment Management | $71,616 |
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 | $334,788 | $111,545+200.1% | $64,110+422.2% | $103,657+223.0% |
| Participation rate | 95.1% | 74.9%+20.2pp | 72.3%+22.8pp | 73.4%+21.8pp |
| Annual return | 15.93% | 17.80%-1.9pp | 33.75%-17.8pp | 33.13%-17.2pp |
| Employer contribution / active EE | $12,061 | $4,573+163.7% | $2,751+338.5% | $3,216+275.1% |
| Participant deferral / active EE | $7,691 | $4,715+63.1% | $3,883+98.1% | $5,218+47.4% |
| Admin fee / account holder | $38 | $45-15.8% | $3,071-98.8% | $114-66.7% |