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.6 years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $519,040 |
TIAA1 year Service code 19 · EIN 13-1624203 | Securities Custodian | $480,437 |
SEYFARTH SHAW LLP4 years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $105,327 |
WILLIS TOWERS WATSON US LLC5 years Service code 16 · EIN 53-0181291 | Consulting | $70,930 |
AON CONSULTING9+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 17 · EIN 36-3109431 | Pension Consulting | $57,680 |
PRICEWATERHOUSECOOPERS LLP9+ years Service code 10 · EIN 13-4008324 | Accounting | $48,400 |
MARTIN EDUCATION ENTERPRISES9+ years Service code 16 · EIN 45-4148409 | Consulting | $15,629 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $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 | $132,787 | $133,493-0.5% | $64,110+107.1% | $96,393+37.8% |
| Participation rate | 62.9% | 69.3%-6.5pp | 72.3%-9.5pp | 71.3%-8.4pp |
| Annual return | 17.61% | 17.06%+0.6pp | 33.75%-16.1pp | 22.88%-5.3pp |
| Employer contribution / active EE | $0 | $6,233-100.0% | $2,751-100.0% | $3,239-100.0% |
| Participant deferral / active EE | $7,262 | $5,097+42.5% | $3,883+87.0% | $5,455+33.1% |
| Admin fee / account holder | $42 | $34+21.3% | $3,071-98.6% | $74-43.6% |