Filed October 4, 2011 (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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $341,895 |
FIDUCIENT ADVISORS LLC4 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $45,664 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS Service code 10 · EIN 44-0160260 | Accounting | $19,250 |
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 | $67,254 | $112,582-40.3% | $105,624-36.3% | $200,096-66.4% |
| Participation rate | 98.8% | 86.3%+12.5pp | 75.3%+23.5pp | 72.0%+26.8pp |
| Annual return | 11.80% | 15.58%-3.8pp | 116.20%-104.4pp | 34.26%-22.5pp |
| Employer contribution / active EE | $2,450 | $4,580-46.5% | $3,168-22.7% | $3,038-19.3% |
| Participant deferral / active EE | $4,805 | $6,655-27.8% | $5,013-4.1% | $5,090-5.6% |
| Admin fee / account holder | $287 | $107+168.1% | $10,961-97.4% | $269+6.5% |