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 | $241,379 |
FIDUCIENT ADVISORS LLC4 years Service code 70 · EIN 36-4001764 | Consulting Fees | $49,216 |
CARON & BLETZER, PLLC3 years Service code 10 · EIN 04-3499945 | Accounting | $21,000 |
TIAA9 years Service code 37 · EIN 13-1624203 | Loan Processing | $75 |
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 | $247,932 | $95,255+160.3% | $63,803+288.6% | $100,573+146.5% |
| Participation rate | 73.8% | 69.8%+4.0pp | 72.7%+1.1pp | 70.9%+2.9pp |
| Annual return | 14.50% | 15.13%-0.6pp | 543.72%-529.2pp | 18.89%-4.4pp |
| Employer contribution / active EE | $6,148 | $3,105+98.0% | $2,532+142.8% | $3,763+63.4% |
| Participant deferral / active EE | $7,728 | $3,889+98.7% | $3,843+101.1% | $4,921+57.1% |
| Admin fee / account holder | $87 | $139-37.3% | $5,196-98.3% | $454-80.8% |