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 | Custodial (securities); Custodial (ot... | $9,302 |
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 | $24,781 | $102,087-75.7% | $33,705-26.5% | $102,087-75.7% |
| Participation rate | 65.7% | 70.0%-4.3pp | 91.5%-25.8pp | 70.0%-4.3pp |
| Annual return | 7.41% | -1.07%+8.5pp | -1.51%+8.9pp | -1.07%+8.5pp |
| Employer contribution / active EE | $1,322 | $9,331-85.8% | $3,198-58.7% | $9,331-85.8% |
| Participant deferral / active EE | $0 | $2,666-100.0% | $2,369-100.0% | $2,666-100.0% |
| Admin fee / account holder | $9 | $172-94.9% | $728-98.8% | $172-94.9% |