Filed October 18, 2004
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 LLC1 year Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $66,547 |
Service code 10 · EIN 59-3581924 | Accounting | $56,800 |
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $24,923 |
VENABLE LLP1 year Filed as: VENABLE L.L.P Service code 29 · EIN 52-0517250 | Legal | $21,106 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 1 reportable transaction
Free accounts unlock saves, downloads, and 3-year history.
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 | $113,640 | $91,710+23.9% | $67,560+68.2% | $77,762+46.1% |
| Participation rate | 99.6% | 76.0%+23.6pp | 72.9%+26.7pp | 70.6%+29.0pp |
| Annual return | 11.45% | 14.88%-3.4pp | 3533.50%-3522.0pp | 31.27%-19.8pp |
| Employer contribution / active EE | $7,192 | $3,187+125.6% | $2,737+162.8% | $2,728+163.6% |
| Participant deferral / active EE | $2,849 | $3,911-27.1% | $4,004-28.8% | $4,651-38.7% |
| Admin fee / account holder | $232 | $245-5.4% | $3,994-94.2% | $433-46.5% |