Filed April 22, 1994
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 |
|---|---|---|
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN & BROWN INSURANCE SVCS INC. Service code 11 300 CONSHOHOCKEN STATE ROAD · WEST CONSHOHOCKEN, PA 19428 | Actuarial | $133,030 |
FIDUCIENT ADVISORS LLC5 years Filed as: FIDUCIENT ADVISORS Service code 27 100 NORTHFIELD DRIVE · WINDSOR, CT 06095 | Advisory (Plan) | $33,808 |
WELLS FARGO BANK, N.A.8 years Filed as: WELLS FARGO, N.A. Service code 28 · EIN 56-0898180 | Investment Management | $22,703 |
PFK O'CONNOR DAVIES, LLP7 years Filed as: PFK O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $1,820 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $93,040-100.0% | $148,078-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 13.3%-13.3pp | 5.4%-5.4pp | 43.7%-43.7pp |
| Annual return | 0.73% | 3.77%-3.0pp | 6.70%-6.0pp | 13.05%-12.3pp |
| Employer contribution / active EE | $0 | $35,747-100.0% | $25,217-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $9-100.0% | $47-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $7,182-100.0% | $31,365-100.0% |