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.3 years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $65,360 |
PRICEWATERHOUSECOOPERS LLP6+ years Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $50,354 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $34,725 |
AETNA LIFE INSURANCE COMPANY2 years Service code 13 · EIN 06-6033492 | Contract Administrator | $29,209 |
STATE STREET GLOBAL ADVISORS6+ years Service code 18 · EIN 81-4017137 | Custodial (securities); Custodial (ot... | $24,432 |
Service code 15 · EIN 31-1582098 | Recordkeeping | $8,465 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $37,744 | $123,960-69.6% | $61,972-39.1% | $123,960-69.6% |
| Participation rate | 43.3% | 86.8%-43.4pp | 85.5%-42.2pp | 86.8%-43.4pp |
| Annual return | 19.37% | 13.45%+5.9pp | 17.56%+1.8pp | 13.45%+5.9pp |
| Employer contribution / active EE | $2,950 | $10,482-71.9% | $3,238-8.9% | $10,482-71.9% |
| Participant deferral / active EE | $0 | $6,517-100.0% | $2,253-100.0% | $6,517-100.0% |
| Admin fee / account holder | $55 | $222-75.3% | $2,572-97.9% | $222-75.3% |