Filed December 10, 2005
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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $61,745 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $38,002 |
BDO USA, LLP2 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $16,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,199 | $85,660+43.8% | $77,361+59.3% | $85,660+43.8% |
| Participation rate | 41.3% | 74.8%-33.6pp | 75.0%-33.7pp | 74.8%-33.6pp |
| Annual return | 10.46% | 19.52%-9.1pp | 1011.54%-1001.1pp | 19.52%-9.1pp |
| Employer contribution / active EE | $1,643 | $4,199-60.9% | $2,990-45.1% | $4,199-60.9% |
| Participant deferral / active EE | $2,404 | $3,518-31.7% | $3,911-38.5% | $3,518-31.7% |
| Admin fee / account holder | $125 | $224-44.1% | $5,894-97.9% | $224-44.1% |