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 |
|---|---|---|
TIAA1 year Service code 13 · EIN 13-1624203 | Contract Administrator | $150,873 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $31,122 |
KPMG LLP1 year Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $26,500 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $17,321 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $265 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,569 | $120,057+55.4% | $75,728+146.4% | $93,010+100.6% |
| Participation rate | 65.1% | 77.3%-12.2pp | 74.8%-9.7pp | 73.9%-8.8pp |
| Annual return | 12.88% | 19.62%-6.7pp | 104.66%-91.8pp | 158.70%-145.8pp |
| Employer contribution / active EE | $4,451 | $3,253+36.8% | $2,743+62.3% | $2,705+64.5% |
| Participant deferral / active EE | $3,689 | $4,089-9.8% | $3,820-3.4% | $4,561-19.1% |
| Admin fee / account holder | $67 | $81-17.6% | $3,620-98.1% | $152-55.7% |