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 LLC2 years Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $45,004 |
CARON & BLETZER, PLLC5 years Service code 10 · EIN 04-3499945 | Accounting | $13,100 |
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $7,199 |
Filed as: VOYA RETIREMENT INSURANCE & ANN CO. Service code 50 · EIN 71-0294708 | Direct Payment | $220 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,060 | $79,151+127.5% | $60,919+195.6% | $64,829+177.7% |
| Participation rate | 95.8% | 77.7%+18.1pp | 73.1%+22.7pp | 71.5%+24.4pp |
| Annual return | -12.06% | -7.12%-4.9pp | 16.98%-29.0pp | 32.85%-44.9pp |
| Employer contribution / active EE | $6,832 | $3,052+123.8% | $2,704+152.7% | $2,507+172.5% |
| Participant deferral / active EE | $6,064 | $3,727+62.7% | $3,814+59.0% | $4,312+40.7% |
| Admin fee / account holder | $38 | $106-64.0% | $3,226-98.8% | $188-79.8% |