Filed February 17, 2014 (most recent of 2 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.2 years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $647,284 |
AON CONSULTING5+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 17 · EIN 36-3109431 | Pension Consulting | $86,541 |
PRICEWATERHOUSECOOPERS LLP5+ years Service code 10 · EIN 13-4008324 | Accounting | $61,247 |
Service code 11 · EIN 53-0181291 | Actuarial | $27,600 |
CURCIO WEBB2 years Service code 17 · EIN 36-4171366 | Pension Consulting | $26,166 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $125,641 | $121,004+3.8% | $69,480+80.8% | $89,609+40.2% |
| Participation rate | 91.9% | 66.9%+25.0pp | 74.6%+17.3pp | 69.6%+22.3pp |
| Annual return | 17.82% | 20.21%-2.4pp | 28.99%-11.2pp | 33.65%-15.8pp |
| Employer contribution / active EE | $11,632 | $5,335+118.0% | $2,780+318.5% | $2,584+350.1% |
| Participant deferral / active EE | $146 | $4,335-96.6% | $3,537-95.9% | $4,222-96.5% |
| Admin fee / account holder | $27 | $32-16.1% | $3,840-99.3% | $72-62.7% |