Filed May 15, 2013 (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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $124,481 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $49,866 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $21,525 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $6,875 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,782 | $91,710+168.0% | $67,560+263.8% | $77,762+216.1% |
| Participation rate | 97.9% | 76.0%+21.9pp | 72.9%+25.0pp | 70.6%+27.3pp |
| Annual return | 12.56% | 14.88%-2.3pp | 3533.50%-3520.9pp | 31.27%-18.7pp |
| Employer contribution / active EE | $6,416 | $3,187+101.3% | $2,737+134.5% | $2,728+135.2% |
| Participant deferral / active EE | $7,402 | $3,911+89.3% | $4,004+84.9% | $4,651+59.1% |
| Admin fee / account holder | $144 | $245-41.4% | $3,994-96.4% | $433-66.8% |