Filed December 10, 2002 (most recent of 2 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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $134,342 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $97,287 |
Filed as: FIDELITY INV INST OPERATIONS CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $68,793 |
GRANT THORNTON LLP2 years Service code 10 · EIN 36-6055558 | Accounting | $25,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $325,113 | $105,179+209.1% | $64,110+407.1% | $80,187+305.4% |
| Participation rate | 59.9% | 73.5%-13.7pp | 72.3%-12.5pp | 72.9%-13.1pp |
| Annual return | 13.90% | 20.34%-6.4pp | 33.75%-19.9pp | 40.40%-26.5pp |
| Employer contribution / active EE | $4,155 | $3,311+25.5% | $2,751+51.1% | $2,980+39.5% |
| Participant deferral / active EE | $5,482 | $4,020+36.3% | $3,883+41.2% | $5,016+9.3% |
| Admin fee / account holder | $79 | $113-30.6% | $3,071-97.4% | $145-45.8% |