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 LLP3+ years Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $23,000 |
STATE STREET GLOBAL ADVISORS3+ years Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $22,840 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,809 | $102,087-68.8% | $33,705-5.6% | $102,087-68.8% |
| Participation rate | 43.6% | 70.0%-26.4pp | 91.5%-47.9pp | 70.0%-26.4pp |
| Annual return | 7.36% | -1.07%+8.4pp | -1.51%+8.9pp | -1.07%+8.4pp |
| Employer contribution / active EE | $2,503 | $9,331-73.2% | $3,198-21.8% | $9,331-73.2% |
| Participant deferral / active EE | $0 | $2,666-100.0% | $2,369-100.0% | $2,666-100.0% |
| Admin fee / account holder | $10 | $172-94.0% | $728-98.6% | $172-94.0% |