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 | $454,225 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $150,034 |
TIAA3 years Filed as: TIAA - TEACHERS INSURANCE AND ANNOC Service code 52 · EIN 13-1624203 | Indirect Investment Fees | $83,780 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD GROUP, INC. Service code 60 | Sub-TA Fees | $0 |
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 | $64,552 | $121,004-46.7% | $69,480-7.1% | $89,609-28.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.6%+25.4pp | 69.6%+30.4pp |
| Annual return | 19.60% | 20.21%-0.6pp | 28.99%-9.4pp | 33.65%-14.1pp |
| Employer contribution / active EE | $8,014 | $5,335+50.2% | $2,780+188.3% | $2,584+210.1% |
| Participant deferral / active EE | $0 | $4,335-100.0% | $3,537-100.0% | $4,222-100.0% |
| Admin fee / account holder | $36 | $32+13.9% | $3,840-99.1% | $72-49.3% |