Filed June 25, 2002
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 |
|---|---|---|
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $45,313 |
GRANT THORNTON LLP6 years Service code 10 · EIN 36-6055558 | Accounting | $28,350 |
VEDDER PRICE7+ years Service code 29 · EIN 36-3254526 | Legal | $14,816 |
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT SOLUTIONS Service code 49 · EIN 82-1061233 | Other Services | $400 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $122,181 | $171,796-28.9% | $111,306+9.8% | $106,520+14.7% |
| Participation rate | 86.4% | 88.6%-2.2pp | 77.3%+9.0pp | 71.3%+15.0pp |
| Annual return | 11.56% | 18.62%-7.1pp | 54.67%-43.1pp | 19.28%-7.7pp |
| Employer contribution / active EE | $393 | $4,687-91.6% | $2,732-85.6% | $2,840-86.2% |
| Participant deferral / active EE | $6,545 | $7,845-16.6% | $4,488+45.9% | $4,948+32.3% |
| Admin fee / account holder | $0 | $69-100.0% | $7,966-100.0% | $75-100.0% |