Filed June 23, 2003
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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $59,754 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $30,705 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $14,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,255 | $69,708+181.5% | $67,560+190.5% | $74,478+163.5% |
| Participation rate | 81.3% | 71.4%+9.8pp | 72.9%+8.3pp | 67.2%+14.0pp |
| Annual return | 12.61% | -40.67%+53.3pp | 3533.50%-3520.9pp | 1370.56%-1358.0pp |
| Employer contribution / active EE | $4,869 | $2,715+79.4% | $2,737+77.9% | $2,626+85.4% |
| Participant deferral / active EE | $6,006 | $3,637+65.1% | $4,004+50.0% | $4,350+38.0% |
| Admin fee / account holder | $235 | $887-73.5% | $3,994-94.1% | $1,946-87.9% |