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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC2 years Service code 16 · EIN 36-4001764 | Consulting | $27,524 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$36,475 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,058 | $84,499+159.2% | $125,391+74.7% | $66,949+227.2% |
| Participation rate | 93.2% | 76.4%+16.8pp | 82.4%+10.9pp | 69.8%+23.4pp |
| Annual return | -18.16% | -8.49%-9.7pp | 572.41%-590.6pp | 1.57%-19.7pp |
| Employer contribution / active EE | $8,461 | $3,554+138.1% | $4,816+75.7% | $2,545+232.4% |
| Participant deferral / active EE | $11,895 | $6,785+75.3% | $7,448+59.7% | $4,239+180.6% |
| Admin fee / account holder | $109 | $685-84.1% | $10,009-98.9% | $594-81.7% |