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 |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $298,970 |
HEWITT ASSOCIATES LLC10+ years Filed as: HEWITT ENNISKNUPP, INC Service code 28 · EIN 36-3109431 | Investment Management | $29,739 |
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 | $361,499 | $117,148+208.6% | $67,560+435.1% | $99,313+264.0% |
| Participation rate | 94.5% | 72.7%+21.8pp | 72.9%+21.5pp | 71.7%+22.8pp |
| Annual return | 12.63% | 14.15%-1.5pp | 3533.50%-3520.9pp | 17.67%-5.0pp |
| Employer contribution / active EE | $12,494 | $4,623+170.3% | $2,737+356.5% | $3,264+282.8% |
| Participant deferral / active EE | $7,902 | $4,782+65.2% | $4,004+97.3% | $5,346+47.8% |
| Admin fee / account holder | $31 | $50-38.3% | $3,994-99.2% | $109-71.7% |