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 |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $75,671 |
FIDUCIENT ADVISORS LLC2 years Service code 16 · EIN 36-4001764 | Consulting | $42,022 |
BERRY DUNN4 years Filed as: BERRY DUNN MCNEIL & PARKER LLC Service code 10 · EIN 01-0523282 | Accounting | $22,750 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,890 | $83,884+35.8% | $64,110+77.6% | $74,478+52.9% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.3%+27.7pp | 70.7%+29.3pp |
| Annual return | 13.02% | 16.57%-3.6pp | 33.75%-20.7pp | 34.37%-21.4pp |
| Employer contribution / active EE | $11,180 | $3,084+262.6% | $2,751+306.5% | $2,637+324.0% |
| Participant deferral / active EE | $0 | $3,692-100.0% | $3,883-100.0% | $4,530-100.0% |
| Admin fee / account holder | $33 | $196-83.1% | $3,071-98.9% | $347-90.5% |