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 | $348,703 |
TIAA4 years Filed as: TIAA - TEACHERS INSURANCE AND ANNOC Service code 52 · EIN 13-1624203 | Indirect Investment Fees | $238,597 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $119,403 |
THE VANGUARD GROUP, INC.3 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 | $71,747 | $129,352-44.5% | $70,492+1.8% | $106,273-32.5% |
| Participation rate | 100.0% | 73.1%+26.9pp | 75.1%+24.9pp | 70.8%+29.2pp |
| Annual return | 13.87% | 13.88%0pp | 109.16%-95.3pp | 21.70%-7.8pp |
| Employer contribution / active EE | $7,687 | $5,470+40.5% | $2,738+180.7% | $2,722+182.4% |
| Participant deferral / active EE | $0 | $4,597-100.0% | $3,711-100.0% | $4,601-100.0% |
| Admin fee / account holder | $35 | $37-4.1% | $3,848-99.1% | $78-55.1% |