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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $23,209 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS Service code 26 100 NORTHFIELD DR · WINDSOR, CT 060954730 | Advisory (Participants) | $16,964 |
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 | $147,914 | $82,879+78.5% | $96,576+53.2% | $67,986+117.6% |
| Participation rate | 75.0% | 75.2%-0.2pp | 81.4%-6.4pp | 57.2%+17.8pp |
| Annual return | 14.21% | 36.90%-22.7pp | 38.47%-24.3pp | 31.67%-17.5pp |
| Employer contribution / active EE | $1,349 | $2,727-50.5% | $3,553-62.0% | $2,019-33.2% |
| Participant deferral / active EE | $6,105 | $6,976-12.5% | $7,956-23.3% | $3,358+81.8% |
| Admin fee / account holder | $158 | $2,783-94.3% | $11,381-98.6% | $3,203-95.1% |