Filed September 19, 2006 (most recent of 2 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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $283,511 |
FIDUCENT ADVISORS1 year Filed as: FIDUCENT ADVISORS LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $44,529 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,015 | $130,052-58.5% | $86,717-37.7% | $77,906-30.7% |
| Participation rate | 96.5% | 85.9%+10.6pp | 76.6%+19.9pp | 73.7%+22.8pp |
| Annual return | -13.28% | -12.73%-0.6pp | 35.97%-49.3pp | 12.16%-25.4pp |
| Employer contribution / active EE | $3,054 | $3,214-5.0% | $2,837+7.6% | $2,846+7.3% |
| Participant deferral / active EE | $3,845 | $5,741-33.0% | $4,657-17.4% | $4,805-20.0% |
| Admin fee / account holder | $127 | $132-3.8% | $7,494-98.3% | $133-4.3% |