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 | $61,888 |
PRICEWATERHOUSECOOPERS LLP6+ years Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $41,227 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $34,035 |
STATE STREET GLOBAL ADVISORS6+ years Service code 18 · EIN 81-4017137 | Custodial (other than securities); In... | $7,891 |
Service code 15 · EIN 31-1582098 | Recordkeeping | $7,835 |
SEYFARTH SHAW LLP1 year Service code 29 · EIN 36-2152202 | Legal | $5,277 |
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 | $28,842 | $123,960-76.7% | $61,972-53.5% | $123,960-76.7% |
| Participation rate | 62.2% | 86.8%-24.5pp | 85.5%-23.3pp | 86.8%-24.5pp |
| Annual return | 20.49% | 13.45%+7.0pp | 17.56%+2.9pp | 13.45%+7.0pp |
| Employer contribution / active EE | $2,092 | $10,482-80.0% | $3,238-35.4% | $10,482-80.0% |
| Participant deferral / active EE | $0 | $6,517-100.0% | $2,253-100.0% | $6,517-100.0% |
| Admin fee / account holder | $45 | $222-79.8% | $2,572-98.3% | $222-79.8% |