Filed October 22, 1992
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 27 · EIN 36-4001764 | Advisory (Plan) | $87,879 |
SANDS CAPITAL MANAGEMENT, LLC10+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 54-1578408 | Investment Management | $75,484 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $72,662 |
HUNTER BENEFITS CONSULTING GROUP10+ years Service code 27 · EIN 36-4430093 | Advisory (Plan) | $13,800 |
SIKICH LLP10+ years Service code 10 · EIN 36-3168081 | Accounting | $11,900 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,363 | $99,823+55.6% | $122,979+26.3% | $65,191+138.3% |
| Participation rate | 88.7% | 80.1%+8.7pp | 77.2%+11.6pp | 63.0%+25.7pp |
| Annual return | 3.82% | 13.47%-9.6pp | 20.12%-16.3pp | 51.24%-47.4pp |
| Employer contribution / active EE | $11,788 | $3,224+265.7% | $3,062+284.9% | $2,400+391.2% |
| Participant deferral / active EE | $0 | $4,328-100.0% | $5,003-100.0% | $2,671-100.0% |
| Admin fee / account holder | $593 | $325+82.3% | $12,864-95.4% | $907-34.6% |