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 | $186,180 |
FIDUCIENT ADVISORS LLC2 years Service code 70 · EIN 36-4001764 | Consulting Fees | $30,791 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $22,850 |
TIAA7 years Service code 37 · EIN 13-1624203 | Loan Processing | $250 |
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 | $223,925 | $105,179+112.9% | $64,110+249.3% | $80,187+179.3% |
| Participation rate | 65.5% | 73.5%-8.1pp | 72.3%-6.9pp | 72.9%-7.5pp |
| Annual return | 15.60% | 20.34%-4.7pp | 33.75%-18.2pp | 40.40%-24.8pp |
| Employer contribution / active EE | $4,794 | $3,311+44.8% | $2,751+74.3% | $2,980+60.9% |
| Participant deferral / active EE | $6,100 | $4,020+51.7% | $3,883+57.1% | $5,016+21.6% |
| Admin fee / account holder | $72 | $113-36.6% | $3,071-97.7% | $145-50.5% |