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.7 years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $533,994 |
TIAA2 years Service code 19 · EIN 13-1624203 | Securities Custodian | $484,046 |
SEYFARTH SHAW LLP5 years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $107,920 |
AON CONSULTING10+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 17 · EIN 36-3109431 | Pension Consulting | $74,457 |
PRICEWATERHOUSECOOPERS LLP10+ years Service code 10 · EIN 13-4008324 | Accounting | $50,300 |
WILLIS TOWERS WATSON US LLC6 years Service code 16 · EIN 53-0181291 | Consulting | $27,744 |
MARTIN EDUCATION ENTERPRISES10+ years Service code 16 · EIN 45-4148409 | Consulting | $18,558 |
Filed as: PENSION BENEFIT INFORMATION, LLC Service code 49 · EIN 82-4722389 | Other Services | $7,079 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 | Securities brokerage; Securities brok... | $2,170 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $150,336 | $145,906+3.0% | $67,560+122.5% | $106,553+41.1% |
| Participation rate | 63.7% | 67.1%-3.4pp | 72.9%-9.2pp | 69.8%-6.1pp |
| Annual return | 14.45% | 15.10%-0.7pp | 3533.50%-3519.0pp | 17.37%-2.9pp |
| Employer contribution / active EE | $0 | $6,028-100.0% | $2,737-100.0% | $3,359-100.0% |
| Participant deferral / active EE | $7,741 | $5,093+52.0% | $4,004+93.3% | $5,562+39.2% |
| Admin fee / account holder | $42 | $38+10.0% | $3,994-99.0% | $80-47.7% |