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 |
|---|---|---|
Service code 52 · EIN 04-2647786 | Indirect Investment Fees | $282,987 |
ROPES & GRAY LLP1+ years Filed as: ROPES & GRAY, LLP Service code 29 · EIN 04-2233412 | Legal | $41,577 |
PRICEWATERHOUSECOOPERS LLP1+ years Filed as: PRICEWATERHOUSECOOPERS, LLP Service code 10 · EIN 13-4008324 | Accounting | $39,235 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ENNIS KNUPP, INC Service code 28 · EIN 36-3109431 | Investment Management | $10,967 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 28 · EIN 52-1868818 | Investment Management | $9,379 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD GROUP INC. Service code 52 · EIN 23-1945930 | Indirect Investment Fees | $7,154 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $74,428 | $81,689-8.9% | $57,357+29.8% | $69,651+6.9% |
| Participation rate | 47.0% | 66.0%-19.0pp | 75.1%-28.1pp | 66.6%-19.6pp |
| Annual return | 1.64% | 821.18%-819.5pp | 24.41%-22.8pp | 53.77%-52.1pp |
| Employer contribution / active EE | $0 | $3,891-100.0% | $2,689-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $4,654 | $3,019+54.2% | $3,162+47.2% | $3,635+28.0% |
| Admin fee / account holder | $53 | $27+92.8% | $3,357-98.4% | $63-16.9% |