Filed July 9, 2012
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 |
|---|---|---|
TIAA10+ years Service code 50 · EIN 13-1624203 | Direct Payment | $86,921 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS, LLC Service code 99 · EIN 36-4001764 | Other Fees | $25,375 |
CARON & BLETZER, PLLC4 years Filed as: CARON & BLETZER PLLC Service code 99 · EIN 04-3499945 | Other Fees | $10,200 |
Service code 99 · EIN 04-2530412 | Other Fees | $8,325 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $388 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,864 | $69,774+195.0% | $67,575+204.6% | $74,459+176.5% |
| Participation rate | 85.6% | 71.4%+14.2pp | 72.9%+12.7pp | 67.2%+18.4pp |
| Annual return | 13.62% | -40.53%+54.1pp | 3528.98%-3515.4pp | 1369.70%-1356.1pp |
| Employer contribution / active EE | $7,679 | $2,710+183.3% | $2,736+180.7% | $2,626+192.4% |
| Participant deferral / active EE | $11,067 | $3,636+204.3% | $4,003+176.4% | $4,350+154.4% |
| Admin fee / account holder | $354 | $890-60.2% | $3,993-91.1% | $1,945-81.8% |