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.
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $513,021 |
SEYFARTH SHAW LLP4 years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $112,035 |
AON CONSULTING9+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 17 · EIN 36-3109431 | Pension Consulting | $69,484 |
WILLIS TOWERS WATSON US LLC5 years Service code 16 · EIN 53-0181291 | Consulting | $50,670 |
PRICEWATERHOUSECOOPERS LLP9+ years Service code 10 · EIN 13-4008324 | Accounting | $48,400 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
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 | $157,876 | $133,493+18.3% | $64,099+146.3% | $96,393+63.8% |
| Participation rate | 89.2% | 69.3%+19.9pp | 72.3%+16.9pp | 71.3%+17.9pp |
| Annual return | 15.83% | 17.06%-1.2pp | 33.70%-17.9pp | 22.88%-7.1pp |
| Employer contribution / active EE | $13,811 | $6,233+121.6% | $2,748+402.6% | $3,239+326.4% |
| Participant deferral / active EE | $125 | $5,097-97.5% | $3,881-96.8% | $5,455-97.7% |
| Admin fee / account holder | $33 | $34-4.4% | $3,070-98.9% | $74-55.6% |