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 | $633,156 |
SEYFARTH SHAW LLP1 year Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $64,452 |
PRICEWATERHOUSECOOPERS LLP6+ years Service code 10 · EIN 13-4008324 | Accounting | $52,784 |
AON CONSULTING6+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 17 · EIN 36-3109431 | Pension Consulting | $42,741 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $14,014 |
MARTIN EDUCATION ENTERPRISES6+ years Service code 16 · EIN 45-4148409 | Consulting | $8,330 |
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 | $116,224 | $129,352-10.1% | $70,492+64.9% | $106,273+9.4% |
| Participation rate | 93.5% | 73.1%+20.5pp | 75.1%+18.5pp | 70.8%+22.8pp |
| Annual return | 14.78% | 13.88%+0.9pp | 109.16%-94.4pp | 21.70%-6.9pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $2,738-100.0% | $2,722-100.0% |
| Participant deferral / active EE | $9,409 | $4,597+104.7% | $3,711+153.6% | $4,601+104.5% |
| Admin fee / account holder | $27 | $37-26.1% | $3,848-99.3% | $78-65.4% |