Filed November 5, 2015 (most recent of 3 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS, LLC Service code 26 · EIN 36-4001764 500 W MADISON ST · CHICAGO, IL 606612567 | Advisory (Participants) | $108,889 |
Service code 37 · EIN 04-2647786 | Loan Processing | $41,045 |
TIAA5 years Service code 26 · EIN 13-1624203 | Advisory (Participants) | $8,161 |
FASCORE, LLC4 years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $233 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $182 |
Filed as: FIDELITY INVSTMNT INST OPR CO, INC. Service code 60 | Sub-TA Fees | $0 |
Filed as: WEALTH MANAGEMENT SYSTEMS INC. Service code 49 | Other Services | $0 |
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 | $221,136 | $105,179+110.2% | $64,110+244.9% | $80,187+175.8% |
| Participation rate | 69.4% | 73.5%-4.2pp | 72.3%-3.0pp | 72.9%-3.6pp |
| Annual return | 16.15% | 20.34%-4.2pp | 33.75%-17.6pp | 40.40%-24.3pp |
| Employer contribution / active EE | $2,275 | $3,311-31.3% | $2,751-17.3% | $2,980-23.6% |
| Participant deferral / active EE | $7,379 | $4,020+83.5% | $3,883+90.0% | $5,016+47.1% |
| Admin fee / account holder | $66 | $113-42.0% | $3,071-97.9% | $145-54.7% |