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 LLP2+ years Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $11,000 |
STATE STREET GLOBAL ADVISORS2+ years Service code 18 · EIN 04-1867445 | Custodial (securities); Soft dollars ... | $9,776 |
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.
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 | $24,258 | $66,783-63.7% | $35,483-31.6% | $66,783-63.7% |
| Participation rate | 66.5% | 58.4%+8.1pp | 92.2%-25.7pp | 58.4%+8.1pp |
| Annual return | 9.52% | 10.67%-1.1pp | 10.66%-1.1pp | 10.67%-1.1pp |
| Employer contribution / active EE | $1,609 | $7,829-79.5% | $2,141-24.9% | $7,829-79.5% |
| Participant deferral / active EE | $0 | $0 | $2,253-100.0% | - |
| Admin fee / account holder | $6 | $203-97.0% | $1,043-99.4% | $203-97.0% |