Filed October 22, 2008
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.
| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $43,692 |
CARON & BLETZER, PLLC4 years Service code 10 · EIN 04-3499945 | Accounting | $12,350 |
Filed as: VOYA RETIREMENT INSURANCE & ANN CO. Service code 50 · EIN 71-0294708 | Direct Payment | $220 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,508 | $94,836+127.2% | $75,728+184.6% | $86,828+148.2% |
| Participation rate | 96.3% | 79.1%+17.2pp | 74.8%+21.5pp | 72.3%+24.0pp |
| Annual return | 12.04% | 16.90%-4.9pp | 104.66%-92.6pp | 97.95%-85.9pp |
| Employer contribution / active EE | $7,156 | $2,908+146.1% | $2,743+160.8% | $2,406+197.4% |
| Participant deferral / active EE | $5,907 | $3,632+62.6% | $3,820+54.6% | $4,132+42.9% |
| Admin fee / account holder | $37 | $108-66.0% | $3,620-99.0% | $170-78.3% |