Filed May 29, 1997
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.
| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC1 year Service code 16 · EIN 36-4001764 | Consulting | $47,523 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $30,529 |
BERRY DUNN3 years Filed as: BERRY DUNN MCNEIL & PARKER LLC Service code 10 · EIN 01-0523282 | Accounting | $21,250 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,226 | $79,151+31.7% | $60,919+71.1% | $64,829+60.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 73.1%+26.9pp | 71.5%+28.5pp |
| Annual return | -14.21% | -7.12%-7.1pp | 16.98%-31.2pp | 32.85%-47.1pp |
| Employer contribution / active EE | $10,881 | $3,052+256.5% | $2,704+302.4% | $2,507+334.0% |
| Participant deferral / active EE | $0 | $3,727-100.0% | $3,814-100.0% | $4,312-100.0% |
| Admin fee / account holder | $36 | $106-66.1% | $3,226-98.9% | $188-80.9% |