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.5 years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $335,147 |
SEYFARTH SHAW LLP3 years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $104,763 |
AON CONSULTING8+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 17 · EIN 36-3109431 | Pension Consulting | $62,727 |
PRICEWATERHOUSECOOPERS LLP8+ years Service code 10 · EIN 13-4008324 | Accounting | $51,100 |
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $21,000 |
Participant contribution per participant 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 | $137,717 | $114,884+19.9% | $60,919+126.1% | $89,433+54.0% |
| Participation rate | 98.6% | 70.1%+28.5pp | 73.1%+25.5pp | 71.3%+27.3pp |
| Annual return | -12.75% | -13.42%+0.7pp | 16.98%-29.7pp | -11.88%-0.9pp |
| Employer contribution / active EE | $12,958 | $5,609+131.0% | $2,704+379.2% | $3,021+329.0% |
| Participant deferral / active EE | $124 | $4,846-97.4% | $3,814-96.7% | $5,125-97.6% |
| Admin fee / account holder | $26 | $37-29.0% | $3,226-99.2% | $79-66.7% |