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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $105,300 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $60,800 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,134 |
BERRY DUNN3 years Filed as: BERRY DUNN MCNEIL & PARKER LLC Service code 10 · EIN 01-0523282 | Accounting | $16,200 |
Filed as: FIDELITY INV INST OPS CO., LLC Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Filed as: FIDELITY INV. INS. OPS. CO. 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 | $236,533 | $113,568+108.3% | $67,560+250.1% | $200,096+18.2% |
| Participation rate | 95.0% | 73.3%+21.6pp | 72.9%+22.0pp | 72.0%+23.0pp |
| Annual return | 12.62% | 15.88%-3.3pp | 3533.50%-3520.9pp | 34.26%-21.6pp |
| Employer contribution / active EE | $7,533 | $3,409+121.0% | $2,737+175.3% | $3,038+148.0% |
| Participant deferral / active EE | $7,963 | $4,163+91.3% | $4,004+98.9% | $5,090+56.4% |
| Admin fee / account holder | $70 | $102-31.5% | $3,994-98.2% | $269-73.9% |