Filed April 9, 2008 (most recent of 2 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.
| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC3 years Service code 27 · EIN 36-4001764 500 W MADISON ST STE 1700 · CHICAGO, IL 60661 | Advisory (Plan) | $80,628 |
THE VANGUARD GROUP, INC.9+ years Filed as: VANGUARD Service code 15 · EIN 23-1945930 P.O. BOX 2900 · VALLEY FORGE, PA 194822900 | Recordkeeping | $46,747 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $325,228 | $95,438+240.8% | $135,998+139.1% | $74,478+336.7% |
| Participation rate | 99.2% | 78.2%+20.9pp | 81.9%+17.2pp | 70.7%+28.4pp |
| Annual return | 17.89% | 32.61%-14.7pp | 68.37%-50.5pp | 34.37%-16.5pp |
| Employer contribution / active EE | $16,844 | $3,878+334.4% | $4,860+246.6% | $2,637+538.8% |
| Participant deferral / active EE | $11,178 | $7,790+43.5% | $7,761+44.0% | $4,530+146.8% |
| Admin fee / account holder | $163 | $259-37.0% | $10,769-98.5% | $347-53.0% |