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 | $237,524 |
FIDUCIENT ADVISORS LLC1 year Service code 70 · EIN 36-4001764 | Consulting Fees | $62,174 |
WITHUMSMITH+BROWN, PC3 years Filed as: PARKER, BROWN, MACAULAY & SHEERIN Service code 29 · EIN 04-3422478 | Legal | $39,438 |
CARON & BLETZER, PLLC2 years Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $19,600 |
TIAA6 years Service code 37 · EIN 13-1624203 | Loan Processing | $225 |
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 | $208,708 | $98,780+111.3% | $60,919+242.6% | $77,906+167.9% |
| Participation rate | 75.7% | 76.7%-0.9pp | 73.1%+2.6pp | 73.7%+2.1pp |
| Annual return | -12.21% | -11.56%-0.7pp | 16.98%-29.2pp | 12.16%-24.4pp |
| Employer contribution / active EE | $4,720 | $3,605+30.9% | $2,704+74.6% | $2,846+65.8% |
| Participant deferral / active EE | $5,668 | $4,200+34.9% | $3,814+48.6% | $4,805+17.9% |
| Admin fee / account holder | $104 | $89+17.7% | $3,226-96.8% | $133-21.3% |