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 |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP1+ years Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $35,421 |
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 04-1867445 | Custodial (other than securities); So... | $24,397 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,097 | $59,704-49.6% | $74,311-59.5% | $59,704-49.6% |
| Participation rate | 20.6% | 30.5%-9.8pp | 87.6%-67.0pp | 30.5%-9.8pp |
| Annual return | 1.57% | 6.59%-5.0pp | 4.31%-2.7pp | 6.59%-5.0pp |
| Employer contribution / active EE | $2,602 | $6,727-61.3% | $2,395+8.6% | $6,727-61.3% |
| Participant deferral / active EE | $0 | $0 | $2,375-100.0% | $0 |
| Admin fee / account holder | $15 | $299-95.1% | $1,545-99.0% | $299-95.1% |