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.3+ years Filed as: VANGUARD GROUP INC. Service code 52 · EIN 23-1945930 | Indirect Investment Fees | $404,818 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $174,788 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNOC Service code 52 · EIN 13-1624203 | Indirect Investment Fees | $8,258 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $55,660 | $111,945-50.3% | $63,018-11.7% | $80,976-31.3% |
| Participation rate | 100.0% | 65.1%+34.9pp | 74.8%+25.2pp | 68.3%+31.7pp |
| Annual return | 15.55% | 17.10%-1.6pp | 87.63%-72.1pp | 22.91%-7.4pp |
| Employer contribution / active EE | $7,122 | $4,590+55.2% | $2,761+158.0% | $2,402+196.5% |
| Participant deferral / active EE | $0 | $3,579-100.0% | $3,330-100.0% | $3,848-100.0% |
| Admin fee / account holder | $33 | $24+36.2% | $3,601-99.1% | $67-50.6% |