Filed April 12, 2007 (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 |
|---|---|---|
TIAA1 year Filed as: TIAA CREF Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $41,234 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 100 NORTHFIELD DRIVE · WINDSOR, CT 060954730 | Investment Management | $34,606 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,181 | $64,705+110.5% | $62,929+116.4% | $67,986+100.3% |
| Participation rate | 96.8% | 65.6%+31.2pp | 73.1%+23.7pp | 57.2%+39.6pp |
| Annual return | 14.58% | 20.31%-5.7pp | 1063.93%-1049.3pp | 31.67%-17.1pp |
| Employer contribution / active EE | $5,122 | $2,376+115.6% | $2,505+104.5% | $2,019+153.7% |
| Participant deferral / active EE | $6,947 | $3,198+117.2% | $3,888+78.7% | $3,358+106.9% |
| Admin fee / account holder | $186 | $1,428-87.0% | $5,065-96.3% | $3,203-94.2% |