Filed July 9, 2002
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 |
|---|---|---|
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $62,875 |
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $54,614 |
BERRY DUNN1 year Filed as: BERRY DUNN MCNEIL & PARKER LLC Service code 10 · EIN 01-0523282 | Accounting | $28,500 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,036 |
Filed as: FIDELITY INV INST OPS CO. LLC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $0 |
Filed as: FIDELITY INV. INS. OPS. CO. INC. Service code 60 | Sub-TA Fees | $0 |
GREENWOOD GEARHART, INC.1 year Filed as: GREENWOOD RESOURCES, INC. Service code 60 | Sub-TA Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,814 | $98,780+105.3% | $60,919+232.9% | $77,906+160.3% |
| Participation rate | 93.3% | 76.7%+16.7pp | 73.1%+20.2pp | 73.7%+19.6pp |
| Annual return | -12.34% | -11.56%-0.8pp | 16.98%-29.3pp | 12.16%-24.5pp |
| Employer contribution / active EE | $7,003 | $3,605+94.3% | $2,704+159.0% | $2,846+146.0% |
| Participant deferral / active EE | $7,288 | $4,200+73.5% | $3,814+91.1% | $4,805+51.7% |
| Admin fee / account holder | $59 | $89-33.9% | $3,226-98.2% | $133-55.8% |