Filed April 7, 2014 (most recent of 3 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 |
|---|---|---|
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1+ years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DOUBLELINE CAPITAL LP1+ years Filed as: DOUBLELINE FUNDS Service code 52 · EIN 39-1982827 | Indirect Investment Fees | $0 |
GOLDMAN SACHS1+ years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS1+ years Service code 52 · EIN 13-3040042 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD Service code 52 · EIN 23-2439140 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,201 | $80,005-46.0% | $140,019-69.1% | $55,725-22.5% |
| Participation rate | 89.7% | 87.0%+2.7pp | 87.5%+2.2pp | 70.9%+18.8pp |
| Annual return | 0.00% | 0.46%-0.5pp | 651.17%-651.2pp | 244.93%-244.9pp |
| Employer contribution / active EE | $316 | $3,403-90.7% | $5,605-94.4% | $2,078-84.8% |
| Participant deferral / active EE | $473 | $5,264-91.0% | $6,927-93.2% | $3,356-85.9% |
| Admin fee / account holder | $9 | $116-92.5% | $10,705-99.9% | $115-92.4% |