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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $99,935 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $48,500 |
Filed as: FIDELITY INV INST OPS CO., LLC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $25,259 |
BERRY DUNN2 years Filed as: BERRY DUNN MCNEIL & PARKER LLC Service code 10 · EIN 01-0523282 | Accounting | $15,500 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,036 |
Filed as: FIDELITY INV. INS. OPS. CO. INC. Service code 60 | Sub-TA Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,727 | $105,179+141.2% | $64,110+295.8% | $80,187+216.4% |
| Participation rate | 75.4% | 73.5%+1.9pp | 72.3%+3.1pp | 72.9%+2.5pp |
| Annual return | 15.22% | 20.34%-5.1pp | 33.75%-18.5pp | 40.40%-25.2pp |
| Employer contribution / active EE | $7,813 | $3,311+136.0% | $2,751+184.1% | $2,980+162.2% |
| Participant deferral / active EE | $8,149 | $4,020+102.7% | $3,883+109.9% | $5,016+62.5% |
| Admin fee / account holder | $84 | $113-26.1% | $3,071-97.3% | $145-42.3% |