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.4+ years Filed as: VANGUARD GROUP INC. Service code 52 · EIN 23-1945930 | Indirect Investment Fees | $457,889 |
Service code 52 · EIN 04-2647786 | Indirect Investment Fees | $212,724 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 52 · EIN 13-1624203 | Indirect Investment Fees | $141,709 |
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 | $86,249 | $97,136-11.2% | $59,899+44.0% | $73,367+17.6% |
| Participation rate | 67.1% | 65.8%+1.3pp | 74.7%-7.6pp | 69.5%-2.4pp |
| Annual return | -1.99% | -2.56%+0.6pp | 3.46%-5.4pp | 173.45%-175.4pp |
| Employer contribution / active EE | $0 | $4,492-100.0% | $2,723-100.0% | $2,499-100.0% |
| Participant deferral / active EE | $5,681 | $4,036+40.8% | $3,403+67.0% | $4,033+40.9% |
| Admin fee / account holder | $31 | $31+2.4% | $3,592-99.1% | $68-54.1% |