Filed January 20, 2015
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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $630,414 |
REED SMITH LLP3 years Filed as: REED SMITH Service code 29 · EIN 25-0749630 | Legal | $89,909 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 16 · EIN 36-3109431 | Consulting | $44,981 |
GRANT THORNTON LLP9 years Service code 10 · EIN 36-6055558 | Accounting | $28,250 |
Service code 99 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,324 | $110,258-9.9% | $102,460-3.1% | $200,096-50.4% |
| Participation rate | 98.2% | 86.3%+11.9pp | 76.5%+21.7pp | 72.0%+26.2pp |
| Annual return | -2.75% | 35.78%-38.5pp | 29.47%-32.2pp | 34.26%-37.0pp |
| Employer contribution / active EE | $6,140 | $3,605+70.3% | $3,025+103.0% | $3,038+102.1% |
| Participant deferral / active EE | $9,345 | $6,377+46.5% | $5,056+84.8% | $5,090+83.6% |
| Admin fee / account holder | $146 | $122+19.4% | $9,460-98.5% | $269-45.8% |