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 PFE GROUP2 years Service code 27 · EIN 71-1036677 | Advisory (Plan) | $25,014 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $7,526 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
MANNING & NAPIER1 year Service code 52 · EIN 16-0995736 | Indirect Investment Fees | $0 |
PIMCO FUNDS1 year Service code 52 · EIN 33-0239892 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 23-1999755 | 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 | $41,221 | $74,552-44.7% | $63,005-34.6% | $69,631-40.8% |
| Participation rate | 81.5% | 78.3%+3.2pp | 74.8%+6.7pp | 70.7%+10.8pp |
| Annual return | 19.90% | 15.77%+4.1pp | 87.59%-67.7pp | 27571.02%-27551.1pp |
| Employer contribution / active EE | $2,068 | $2,929-29.4% | $2,760-25.1% | $2,032+1.8% |
| Participant deferral / active EE | $2,274 | $2,974-23.6% | $3,329-31.7% | $3,224-29.5% |
| Admin fee / account holder | $19 | $59-67.9% | $3,599-99.5% | $110-82.7% |