Filed June 5, 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 |
|---|---|---|
TIAA4 years Service code 13 · EIN 13-1624203 | Contract Administrator | $289,431 |
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $101,374 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $220 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,853 | $113,568+62.8% | $67,560+173.6% | $200,096-7.6% |
| Participation rate | 98.8% | 73.3%+25.5pp | 72.9%+25.9pp | 72.0%+26.8pp |
| Annual return | 11.37% | 15.88%-4.5pp | 3533.50%-3522.1pp | 34.26%-22.9pp |
| Employer contribution / active EE | $6,694 | $3,409+96.3% | $2,737+144.6% | $3,038+120.4% |
| Participant deferral / active EE | $5,535 | $4,163+32.9% | $4,004+38.2% | $5,090+8.7% |
| Admin fee / account holder | $107 | $102+4.3% | $3,994-97.3% | $269-60.3% |