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.
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $50,873 |
Service code 10 · EIN 13-4008324 | Accounting | $28,050 |
TIAA1 year Service code 19 · EIN 13-1624203 | Securities Custodian | $13,683 |
Filed as: WILLIS TOWERS WATSON LLC Service code 16 · EIN 53-0181291 | Consulting | $8,384 |
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,633 | $113,568-70.4% | $67,561-50.2% | $199,921-83.2% |
| Participation rate | 79.7% | 73.3%+6.3pp | 72.9%+6.8pp | 72.0%+7.6pp |
| Annual return | 11.52% | 15.88%-4.4pp | 3525.44%-3513.9pp | 34.28%-22.8pp |
| Employer contribution / active EE | $1,318 | $3,409-61.3% | $2,735-51.8% | $3,035-56.6% |
| Participant deferral / active EE | $0 | $4,163-100.0% | $4,003-100.0% | $5,089-100.0% |
| Admin fee / account holder | $30 | $102-70.8% | $4,006-99.3% | $269-88.9% |