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 | $299,552 |
TIAA1 year Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 52 · EIN 13-1624203 | Indirect Investment Fees | $121,691 |
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD GROUP INC. Service code 52 · EIN 23-1945930 | Indirect Investment Fees | $116,444 |
Filed as: WILLIS TOWERS WATSON Service code 27 · EIN 23-1159360 | Advisory (Plan) | $12,488 |
ROPES & GRAY LLP2+ years Filed as: ROPES & GRAY, LLP Service code 29 · EIN 04-2233412 | Legal | $9,453 |
CAGGIANO CONSULTING, INC1 year Filed as: CAGGIANO CUNSULTING, INC Service code 16 · EIN 01-0547935 | Consulting | $6,093 |
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 | $78,349 | $89,117-12.1% | $57,196+37.0% | $329,111-76.2% |
| Participation rate | 65.1% | 67.2%-2.1pp | 75.3%-10.2pp | 67.9%-2.8pp |
| Annual return | 8.57% | 7.87%+0.7pp | 14.59%-6.0pp | 16.35%-7.8pp |
| Employer contribution / active EE | $0 | $4,034-100.0% | $2,683-100.0% | $2,303-100.0% |
| Participant deferral / active EE | $5,012 | $3,328+50.6% | $3,096+61.9% | $3,682+36.1% |
| Admin fee / account holder | $22 | $21+5.4% | $3,141-99.3% | $754-97.0% |