Filed December 18, 2018 (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 LLC1 year Filed as: FIDUCIENT/DIMEO Service code 17 · EIN 36-4001764 | Pension Consulting | $41,923 |
TORRILLO & ASSOCIATES, LLC3 years Filed as: TORRILLO AND ASSOCIATES Service code 10 · EIN 83-0414789 | Accounting | $20,940 |
DELOITTE & TOUCHE LLP5 years Filed as: DELOITTE Service code 10 · EIN 86-1065772 | Accounting | $6,000 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 37 · EIN 23-1945930 | Loan Processing | $5,175 |
BALLARD SPAHR LLP3 years Filed as: BALLARD SPAHR Service code 29 · EIN 23-0382195 | Legal | $1,659 |
Annual investment return 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 | $225,339 | $120,057+87.7% | $75,728+197.6% | $93,010+142.3% |
| Participation rate | 86.8% | 77.3%+9.5pp | 74.8%+12.0pp | 73.9%+12.9pp |
| Annual return | 11.53% | 19.62%-8.1pp | 104.66%-93.1pp | 158.70%-147.2pp |
| Employer contribution / active EE | $6,380 | $3,253+96.1% | $2,743+132.6% | $2,705+135.8% |
| Participant deferral / active EE | $5,570 | $4,089+36.2% | $3,820+45.8% | $4,561+22.1% |
| Admin fee / account holder | $38 | $81-53.7% | $3,620-99.0% | $152-75.2% |