Filed February 18, 2014
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 | $99,703 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $85,194 |
GRANT THORNTON LLP8 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $20,620 |
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 | $232,665 | $113,568+104.9% | $67,560+244.4% | $200,096+16.3% |
| Participation rate | 96.6% | 73.3%+23.2pp | 72.9%+23.6pp | 72.0%+24.5pp |
| Annual return | 12.57% | 15.88%-3.3pp | 3533.50%-3520.9pp | 34.26%-21.7pp |
| Employer contribution / active EE | $6,571 | $3,409+92.8% | $2,737+140.1% | $3,038+116.3% |
| Participant deferral / active EE | $6,586 | $4,163+58.2% | $4,004+64.5% | $5,090+29.4% |
| Admin fee / account holder | $69 | $102-32.4% | $3,994-98.3% | $269-74.3% |