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 | $493,084 |
Service code 52 · EIN 04-2647786 | Indirect Investment Fees | $216,777 |
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 52 · EIN 13-1624203 | Indirect Investment Fees | $144,366 |
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 | $100,427 | $121,004-17.0% | $69,480+44.5% | $89,609+12.1% |
| Participation rate | 70.2% | 66.9%+3.3pp | 74.6%-4.4pp | 69.6%+0.6pp |
| Annual return | 20.70% | 20.21%+0.5pp | 28.99%-8.3pp | 33.65%-12.9pp |
| Employer contribution / active EE | $0 | $5,335-100.0% | $2,780-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,962 | $4,335+37.5% | $3,537+68.6% | $4,222+41.2% |
| Admin fee / account holder | $32 | $32-0.6% | $3,840-99.2% | $72-55.8% |