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.5 years Filed as: VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $603,637 |
REED SMITH LLP1 year Filed as: REED SMITH Service code 29 · EIN 25-0749630 | Legal | $60,395 |
AON CONSULTING7 years Filed as: AON HEWITT INVESTMENT Service code 16 · EIN 36-3109431 | Consulting | $41,800 |
GRANT THORNTON LLP7 years Service code 10 · EIN 36-6055558 | Accounting | $22,932 |
PBI1 year Filed as: PBI RESEARCH Service code 10 · EIN 82-4722389 | Accounting | $1,091 |
SEYFARTH SHAW LLP7 years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $170 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD GROUP INC. Service code 15 | Recordkeeping | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,863 | $106,087-37.9% | $86,717-24.0% | $78,104-15.7% |
| Participation rate | 98.5% | 89.6%+9.0pp | 76.6%+22.0pp | 74.5%+24.0pp |
| Annual return | -14.65% | -14.87%+0.2pp | 35.97%-50.6pp | 10.90%-25.5pp |
| Employer contribution / active EE | $3,832 | $4,110-6.8% | $2,837+35.1% | $3,128+22.5% |
| Participant deferral / active EE | $5,758 | $6,851-16.0% | $4,657+23.6% | $5,089+13.1% |
| Admin fee / account holder | $96 | $81+18.5% | $7,494-98.7% | $79+21.9% |