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.1 year Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $127,530 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $24,963 |
STATE STREET GLOBAL ADVISORS4+ years Service code 18 · EIN 81-4017137 | Custodial (securities); Custodial (ot... | $23,151 |
PRICEWATERHOUSECOOPERS LLP4+ years Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $23,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $32,905 | $107,983-69.5% | $50,647-35.0% | $107,983-69.5% |
| Participation rate | 35.0% | 78.2%-43.2pp | 86.9%-51.9pp | 78.2%-43.2pp |
| Annual return | 7.40% | 12.10%-4.7pp | 12.71%-5.3pp | 12.10%-4.7pp |
| Employer contribution / active EE | $2,259 | $8,959-74.8% | $2,036+10.9% | $8,959-74.8% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $1,693-100.0% | $5,631-100.0% |
| Admin fee / account holder | $57 | $190-70.1% | $187-69.7% | $190-70.1% |