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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON PA INC. Service code 11 · EIN 23-1159360 335 MADISON AVENUE · NEW YORK, NY 10017 | Actuarial | $213,328 |
Service code 52 · EIN 04-2647786 | Indirect Investment Fees | $182,348 |
TIAA1+ years Filed as: TIAA-CREF INVESTMENT MANAGEMENT, LL Service code 52 · EIN 13-1624203 | Indirect Investment Fees | $66,407 |
ROPES & GRAY LLP1+ years Filed as: ROPES & GRAY, LLP Service code 29 · EIN 04-2233412 800 BOLYSTON ST · BOSTON, MA 02199 | Legal | $24,536 |
PRICEWATERHOUSECOOPERS LLP1+ years Filed as: PRICEWATERHOUSECOOPERS, LLC. Service code 10 · EIN 13-4008324 PO BOX 7247-8001 · PHILADELPHIA, PA 19170 | Accounting | $6,170 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD GROUP INC. Service code 52 · EIN 23-1945930 | Indirect Investment Fees | $2,250 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,781 | $81,689-47.6% | $57,357-25.4% | $69,651-38.6% |
| Participation rate | 100.0% | 66.0%+34.0pp | 75.1%+24.9pp | 66.6%+33.4pp |
| Annual return | -0.31% | 821.18%-821.5pp | 24.41%-24.7pp | 53.77%-54.1pp |
| Employer contribution / active EE | $6,521 | $3,891+67.6% | $2,689+142.5% | $2,241+191.0% |
| Participant deferral / active EE | $0 | $3,019-100.0% | $3,162-100.0% | $3,635-100.0% |
| Admin fee / account holder | $15 | $27-43.8% | $3,357-99.5% | $63-75.8% |