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.4 years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $821,297 |
SEYFARTH SHAW LLP2 years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $95,494 |
PRICEWATERHOUSECOOPERS LLP7+ years Service code 10 · EIN 13-4008324 | Accounting | $54,368 |
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $42,600 |
AON CONSULTING7+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 17 · EIN 36-3109431 | Pension Consulting | $40,037 |
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 | $161,793 | $141,493+14.3% | $75,728+113.7% | $106,520+51.9% |
| Participation rate | 98.9% | 65.2%+33.7pp | 74.8%+24.0pp | 71.3%+27.5pp |
| Annual return | 12.83% | 15.80%-3.0pp | 104.66%-91.8pp | 19.28%-6.5pp |
| Employer contribution / active EE | $9,659 | $4,166+131.8% | $2,743+252.1% | $2,840+240.1% |
| Participant deferral / active EE | $126 | $4,740-97.3% | $3,820-96.7% | $4,948-97.5% |
| Admin fee / account holder | $34 | $40-15.4% | $3,620-99.1% | $75-54.2% |