Filed May 1, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $192,537 |
FIDUCIENT ADVISORS LLC3 years Service code 70 · EIN 36-4001764 | Consulting Fees | $95,130 |
CARON & BLETZER, PLLC2 years Service code 10 · EIN 04-3499945 | Accounting | $17,000 |
TIAA8 years Service code 37 · EIN 13-1624203 | Loan Processing | $175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,483 | $113,568+115.3% | $67,560+261.9% | $200,096+22.2% |
| Participation rate | 67.9% | 73.3%-5.4pp | 72.9%-5.0pp | 72.0%-4.1pp |
| Annual return | 13.67% | 15.88%-2.2pp | 3533.50%-3519.8pp | 34.26%-20.6pp |
| Employer contribution / active EE | $6,085 | $3,409+78.5% | $2,737+122.4% | $3,038+100.3% |
| Participant deferral / active EE | $7,654 | $4,163+83.9% | $4,004+91.2% | $5,090+50.4% |
| Admin fee / account holder | $88 | $102-13.8% | $3,994-97.8% | $269-67.2% |