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.4 years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $786,230 |
SEYFARTH SHAW LLP2 years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $75,538 |
PRICEWATERHOUSECOOPERS LLP7+ years Service code 10 · EIN 13-4008324 | Accounting | $54,368 |
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $53,640 |
AON CONSULTING7+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 17 · EIN 36-3109431 | Pension Consulting | $34,202 |
MARTIN EDUCATION ENTERPRISES7+ years Service code 16 · EIN 45-4148409 | Consulting | $11,072 |
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 | $138,105 | $141,493-2.4% | $75,728+82.4% | $106,520+29.7% |
| Participation rate | 98.7% | 65.2%+33.5pp | 74.8%+23.8pp | 71.3%+27.4pp |
| Annual return | 13.75% | 15.80%-2.1pp | 104.66%-90.9pp | 19.28%-5.5pp |
| Employer contribution / active EE | $0 | $4,166-100.0% | $2,743-100.0% | $2,840-100.0% |
| Participant deferral / active EE | $10,749 | $4,740+126.8% | $3,820+181.4% | $4,948+117.3% |
| Admin fee / account holder | $35 | $40-13.2% | $3,620-99.0% | $75-53.0% |