Filed December 19, 2013 (most recent of 4 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 |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Filed as: VANGUARD GROUP, INC Service code 52 · EIN 23-1945930 | Indirect Investment Fees | $99,115 |
TIAA4 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 52 · EIN 13-1624203 | Indirect Investment Fees | $82,369 |
Service code 52 · EIN 04-2647786 | Indirect Investment Fees | $29,478 |
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 | $207,958 | $204,517+1.7% | $69,480+199.3% | $77,775+167.4% |
| Participation rate | 100.0% | 74.6%+25.4pp | 74.6%+25.4pp | 73.2%+26.8pp |
| Annual return | 17.32% | 22.10%-4.8pp | 28.99%-11.7pp | 32.58%-15.3pp |
| Employer contribution / active EE | $17,733 | $3,548+399.8% | $2,780+537.9% | $2,504+608.2% |
| Participant deferral / active EE | $0 | $3,478-100.0% | $3,537-100.0% | $3,966-100.0% |
| Admin fee / account holder | $25 | $101-75.5% | $3,840-99.4% | $100-75.4% |