Filed April 8, 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 |
|---|---|---|
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $47,045 |
GRANT THORNTON LLP8 years Service code 10 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $27,009 |
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $24,259 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $364,071 | $60,504+501.7% | $81,882+344.6% | $74,478+388.8% |
| Participation rate | 98.0% | 62.9%+35.0pp | 72.4%+25.6pp | 67.2%+30.7pp |
| Annual return | 14.06% | 16.91%-2.8pp | 779.47%-765.4pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $19,662 | $2,627+648.6% | $2,916+574.3% | $2,626+648.7% |
| Participant deferral / active EE | $15,268 | $3,400+349.1% | $4,323+253.2% | $4,350+251.0% |
| Admin fee / account holder | $712 | $1,492-52.3% | $7,360-90.3% | $1,946-63.4% |