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.2 years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $103,828 |
Service code 11 · EIN 53-0181291 | Actuarial | $42,010 |
PRICEWATERHOUSECOOPERS LLP5+ years Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $39,036 |
STATE STREET GLOBAL ADVISORS5+ years Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $8,427 |
Service code 15 · EIN 31-1582098 | Recordkeeping | $7,625 |
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.
Annual investment return 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 | $24,555 | $112,742-78.2% | $62,624-60.8% | $112,742-78.2% |
| Participation rate | 63.8% | 82.4%-18.6pp | 88.9%-25.1pp | 82.4%-18.6pp |
| Annual return | 4.20% | 10.24%-6.0pp | 11.31%-7.1pp | 10.24%-6.0pp |
| Employer contribution / active EE | $1,651 | $12,502-86.8% | $3,987-58.6% | $12,502-86.8% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,711-100.0% | $2,963-100.0% |
| Admin fee / account holder | $56 | $236-76.3% | $351-84.1% | $236-76.3% |