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.6+ years Filed as: VANGUARD GROUP INC. Service code 52 · EIN 23-1945930 | Indirect Investment Fees | $380,984 |
TIAA3 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 52 · EIN 13-1624203 | Indirect Investment Fees | $269,591 |
Service code 52 · EIN 04-2647786 | Indirect Investment Fees | $174,693 |
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 | $112,701 | $129,352-12.9% | $70,492+59.9% | $106,273+6.0% |
| Participation rate | 69.5% | 73.1%-3.6pp | 75.1%-5.6pp | 70.8%-1.3pp |
| Annual return | 14.29% | 13.88%+0.4pp | 109.16%-94.9pp | 21.70%-7.4pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $2,738-100.0% | $2,722-100.0% |
| Participant deferral / active EE | $6,196 | $4,597+34.8% | $3,711+67.0% | $4,601+34.7% |
| Admin fee / account holder | $37 | $37+1.0% | $3,848-99.0% | $78-52.7% |