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.
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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 500 W MADISON ST · CHICAGO, IL 606612567 | Advisory (Plan) | $90,122 |
Service code 37 · EIN 04-2647786 | Loan Processing | $42,320 |
FOLEY & LARDNER LLP10+ years Service code 27 · EIN 39-0473800 | Advisory (Plan) | $19,364 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $9,275 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $661 |
FASCORE, LLC5 years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $281 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVSTMNT INST OPR CO, INC. Service code 60 | Sub-TA Fees | $0 |
Filed as: WEALTH MANAGEMENT SYSTEMS Service code 49 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,961 | $113,568+101.6% | $67,560+238.9% | $200,096+14.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 72.9%+27.1pp | 72.0%+28.0pp |
| Annual return | 12.92% | 15.88%-3.0pp | 3533.50%-3520.6pp | 34.26%-21.3pp |
| Employer contribution / active EE | $4,019 | $3,409+17.9% | $2,737+46.9% | $3,038+32.3% |
| Participant deferral / active EE | $7,769 | $4,163+86.6% | $4,004+94.0% | $5,090+52.6% |
| Admin fee / account holder | $63 | $102-38.4% | $3,994-98.4% | $269-76.6% |