Filed March 17, 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 |
|---|---|---|
TIAA9 years Service code 13 · EIN 13-1624203 | Contract Administrator | $65,452 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $37,132 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $26,085 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,328 | $91,710+35.6% | $67,560+84.0% | $77,762+59.9% |
| Participation rate | 97.9% | 76.0%+21.9pp | 72.9%+25.0pp | 70.6%+27.3pp |
| Annual return | 13.21% | 14.88%-1.7pp | 3533.50%-3520.3pp | 31.27%-18.1pp |
| Employer contribution / active EE | $3,152 | $3,187-1.1% | $2,737+15.2% | $2,728+15.5% |
| Participant deferral / active EE | $4,723 | $3,911+20.8% | $4,004+18.0% | $4,651+1.6% |
| Admin fee / account holder | $59 | $245-76.0% | $3,994-98.5% | $433-86.4% |