Filed January 26, 2012 (most recent of 3 filings on file)
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 |
|---|---|---|
DISANTO PRIEST & CO.9 years Service code 10 · EIN 57-1139864 | Accounting | $28,633 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS, LLC Service code 16 · EIN 36-4001764 | Consulting | $25,450 |
Service code 16 · EIN 36-4001764 | Consulting | $8,651 |
Service code 16 · EIN 04-2530412 | Consulting | $7,553 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,119 | $91,621+154.4% | $67,511+245.3% | $77,671+200.1% |
| Participation rate | 76.6% | 76.0%+0.7pp | 72.9%+3.8pp | 70.6%+6.1pp |
| Annual return | 14.33% | 14.87%-0.5pp | 3517.41%-3503.1pp | 31.21%-16.9pp |
| Employer contribution / active EE | $3,284 | $3,184+3.2% | $2,733+20.2% | $2,726+20.5% |
| Participant deferral / active EE | $6,625 | $3,906+69.6% | $4,000+65.6% | $4,648+42.5% |
| Admin fee / account holder | $206 | $176+16.9% | $3,999-94.8% | $430-52.1% |