Filed January 15, 2006 (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 |
|---|---|---|
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $18,872 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $7,270 |
Filed as: FIDELITY INV INST OPS CO. LLC Service code 50 · EIN 04-2647786 | Direct Payment | $478 |
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $374 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $74,396 | $91,710-18.9% | $67,560+10.1% | $77,762-4.3% |
| Participation rate | 48.5% | 76.0%-27.5pp | 72.9%-24.4pp | 70.6%-22.0pp |
| Annual return | 12.02% | 14.88%-2.9pp | 3533.50%-3521.5pp | 31.27%-19.2pp |
| Employer contribution / active EE | $233 | $3,187-92.7% | $2,737-91.5% | $2,728-91.4% |
| Participant deferral / active EE | $1,480 | $3,911-62.2% | $4,004-63.0% | $4,651-68.2% |
| Admin fee / account holder | $199 | $245-18.9% | $3,994-95.0% | $433-54.1% |