Filed December 14, 2015 (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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,685 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
DODGE & COX1 year Service code 52 · EIN 94-3390852 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
PIONEER1 year Service code 52 · EIN 04-2652279 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 52-1784828 | Indirect Investment Fees | $0 |
TIAA1 year Filed as: TIAA-CREF Service code 52 · EIN 13-4055167 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 23-2311358 | Indirect Investment Fees | $0 |
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 | $90,044 | $81,537+10.4% | $149,721-39.9% | $69,631+29.3% |
| Participation rate | 98.8% | 86.1%+12.7pp | 87.1%+11.7pp | 70.7%+28.1pp |
| Annual return | 17.86% | 22.79%-4.9pp | 1501.67%-1483.8pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $4,515 | $3,239+39.4% | $5,444-17.1% | $2,032+122.2% |
| Participant deferral / active EE | $3,169 | $4,994-36.6% | $6,568-51.8% | $3,224-1.7% |
| Admin fee / account holder | $33 | $107-69.2% | $11,282-99.7% | $110-70.2% |