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 | $420,316 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $146,967 |
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE AND ANNOC Service code 52 · EIN 13-1624203 | Indirect Investment Fees | $85,874 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP, INC. Service code 60 | Sub-TA Fees | $0 |
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 | $52,947 | $97,136-45.5% | $59,899-11.6% | $73,367-27.8% |
| Participation rate | 100.0% | 65.8%+34.2pp | 74.7%+25.3pp | 69.5%+30.5pp |
| Annual return | -4.85% | -2.56%-2.3pp | 3.46%-8.3pp | 173.45%-178.3pp |
| Employer contribution / active EE | $7,093 | $4,492+57.9% | $2,723+160.5% | $2,499+183.8% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $3,403-100.0% | $4,033-100.0% |
| Admin fee / account holder | $35 | $31+14.8% | $3,592-99.0% | $68-48.6% |