Filed April 8, 2014 (most recent of 4 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 ADVISORS Service code 16 500 WEST MADISON STREET SUITE 1700 · CHICAGO, IL 60661 | Consulting | $15,625 |
MEADEN & MOORE, LTD.2 years Filed as: MEADEN AND MOORE Service code 10 · EIN 34-1818258 | Accounting | $13,500 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 16 1500 MARKET STREET, CTR SQ E · PHILADELPHIA, PA 19102 | Consulting | $10,763 |
T ROWE PRICE RPS INC6 years Filed as: T. ROWE PRICE RPS INC. Service code 33 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Securities brokerage; Securities brok... | $6,210 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,693 | $106,087-31.5% | $86,717-16.2% | $78,104-6.9% |
| Participation rate | 85.3% | 89.6%-4.3pp | 76.6%+8.7pp | 74.5%+10.8pp |
| Annual return | -16.44% | -14.87%-1.6pp | 35.97%-52.4pp | 10.90%-27.3pp |
| Employer contribution / active EE | $1,988 | $4,110-51.6% | $2,837-29.9% | $3,128-36.4% |
| Participant deferral / active EE | $4,320 | $6,851-36.9% | $4,657-7.2% | $5,089-15.1% |
| Admin fee / account holder | $7 | $81-91.3% | $7,494-99.9% | $79-91.1% |