Filed November 2, 2010 (most recent of 3 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 LLC3 years Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $53,902 |
Filed as: MORGAN, LEWIS & BOCKIUS, LLP Service code 29 · EIN 23-0891050 | Legal | $16,219 |
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $5,391 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,738 | $83,884+116.7% | $64,110+183.5% | $74,478+144.0% |
| Participation rate | 82.8% | 76.6%+6.2pp | 72.3%+10.5pp | 70.7%+12.1pp |
| Annual return | 8.43% | 16.57%-8.1pp | 33.75%-25.3pp | 34.37%-25.9pp |
| Employer contribution / active EE | $2,672 | $3,084-13.3% | $2,751-2.8% | $2,637+1.3% |
| Participant deferral / active EE | $2,571 | $3,692-30.4% | $3,883-33.8% | $4,530-43.2% |
| Admin fee / account holder | $48 | $196-75.8% | $3,071-98.5% | $347-86.3% |