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 LLC2 years Filed as: FIDUCIENT ADVISORS Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $42,500 |
GRANT THORNTON LLP6 years Service code 10 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $23,350 |
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,330 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS INC. Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $272,929 | $51,223+432.8% | $82,763+229.8% | $66,949+307.7% |
| Participation rate | 97.7% | 67.9%+29.8pp | 72.6%+25.1pp | 69.8%+27.8pp |
| Annual return | -18.76% | -9.85%-8.9pp | 702.45%-721.2pp | 1.57%-20.3pp |
| Employer contribution / active EE | $17,245 | $2,611+560.5% | $3,008+473.2% | $2,545+577.5% |
| Participant deferral / active EE | $14,280 | $3,460+312.7% | $4,395+224.9% | $4,239+236.9% |
| Admin fee / account holder | $238 | $415-42.7% | $5,325-95.5% | $594-59.9% |