Filed July 5, 2017 (most recent of 4 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 |
|---|---|---|
TIAA7+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $135,167 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $18,449 |
FIDUCIARY INVESTMENT ADVISORS7+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $17,911 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $248,781 | $94,836+162.3% | $75,728+228.5% | $86,828+186.5% |
| Participation rate | 94.3% | 79.1%+15.1pp | 74.8%+19.4pp | 72.3%+22.0pp |
| Annual return | 11.41% | 16.90%-5.5pp | 104.66%-93.3pp | 97.95%-86.5pp |
| Employer contribution / active EE | $6,283 | $2,908+116.1% | $2,743+129.0% | $2,406+161.1% |
| Participant deferral / active EE | $6,227 | $3,632+71.4% | $3,820+63.0% | $4,132+50.7% |
| Admin fee / account holder | $117 | $108+7.8% | $3,620-96.8% | $170-31.1% |