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 LLC4 years Service code 27 · EIN 36-4001764 500 W MADISON ST STE 1700 · CHICAGO, IL 60661 | Advisory (Plan) | $83,047 |
THE VANGUARD GROUP, INC.10+ years Filed as: VANGUARD Service code 15 · EIN 23-1945930 P.O. BOX 2900 · VALLEY FORGE, PA 194822900 | Recordkeeping | $82,758 |
Filed as: HADDOX REID Service code 10 · EIN 64-0414329 1020 HIGHLAND COLONY PARKWAY SUITE · RIDGELAND, MS 39157 | Accounting | $8,375 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $358,613 | $106,264+237.5% | $147,117+143.8% | $77,762+361.2% |
| Participation rate | 98.5% | 78.4%+20.1pp | 82.2%+16.3pp | 70.6%+27.9pp |
| Annual return | 13.43% | 56.94%-43.5pp | 420.54%-407.1pp | 31.27%-17.8pp |
| Employer contribution / active EE | $18,193 | $4,074+346.6% | $4,932+268.8% | $2,728+566.9% |
| Participant deferral / active EE | $11,541 | $8,003+44.2% | $8,065+43.1% | $4,651+148.2% |
| Admin fee / account holder | $222 | $334-33.6% | $12,993-98.3% | $433-48.7% |