Filed December 12, 2006
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 |
|---|---|---|
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS Service code 26 100 NORTHFIELD DR · WINDSOR, CT 060954730 | Advisory (Participants) | $29,200 |
TIAA4 years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $21,239 |
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 | $134,925 | $79,089+70.6% | $100,392+34.4% | $74,459+81.2% |
| Participation rate | 80.0% | 79.4%+0.6pp | 81.5%-1.5pp | 67.2%+12.8pp |
| Annual return | 11.74% | 20.61%-8.9pp | 49.45%-37.7pp | 1369.70%-1358.0pp |
| Employer contribution / active EE | $1,422 | $3,015-52.9% | $3,941-63.9% | $2,626-45.9% |
| Participant deferral / active EE | $6,266 | $7,747-19.1% | $8,090-22.5% | $4,350+44.1% |
| Admin fee / account holder | $196 | $1,336-85.4% | $7,904-97.5% | $1,945-89.9% |