Filed August 13, 2018 (most recent of 5 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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $187,065 |
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $76,502 |
MP P.C.1 year Filed as: MP, P.C. Service code 10 · EIN 04-3191789 | Accounting | $18,165 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,803 | $113,568+92.7% | $67,560+223.9% | $200,096+9.3% |
| Participation rate | 98.0% | 73.3%+24.6pp | 72.9%+25.0pp | 72.0%+25.9pp |
| Annual return | 11.28% | 15.88%-4.6pp | 3533.50%-3522.2pp | 34.26%-23.0pp |
| Employer contribution / active EE | $7,101 | $3,409+108.3% | $2,737+159.5% | $3,038+133.8% |
| Participant deferral / active EE | $6,111 | $4,163+46.8% | $4,004+52.6% | $5,090+20.1% |
| Admin fee / account holder | $88 | $102-14.2% | $3,994-97.8% | $269-67.4% |