Filed December 16, 2011
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 |
|---|---|---|
TIAA8 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $123,978 |
FIDUCIENT ADVISORS LLC1 year Service code 26 · EIN 36-4001764 100 NORTHFIELD DR · WINDSOR, CT 060954730 | Advisory (Participants) | $35,602 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 53 STATE STREET, 17TH FLOOR · BOSTON, MA 02109 | Accounting | $14,750 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,502 | $91,710+64.1% | $67,560+122.8% | $77,762+93.5% |
| Participation rate | 97.0% | 76.0%+21.0pp | 72.9%+24.1pp | 70.6%+26.4pp |
| Annual return | 12.45% | 14.88%-2.4pp | 3533.50%-3521.1pp | 31.27%-18.8pp |
| Employer contribution / active EE | $6,379 | $3,187+100.1% | $2,737+133.1% | $2,728+133.8% |
| Participant deferral / active EE | $4,421 | $3,911+13.0% | $4,004+10.4% | $4,651-4.9% |
| Admin fee / account holder | $117 | $245-52.1% | $3,994-97.1% | $433-72.9% |