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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $55,251 |
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $37,014 |
AAFCPAS, INC.1 year Filed as: AAFCPAS Service code 10 · EIN 04-2571780 | Accounting | $15,700 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,605 | $83,575-16.7% | $66,439+4.8% | $65,191+6.8% |
| Participation rate | 91.5% | 71.6%+19.9pp | 74.5%+17.0pp | 63.0%+28.5pp |
| Annual return | 14.48% | 12.38%+2.1pp | 757.66%-743.2pp | 51.24%-36.8pp |
| Employer contribution / active EE | $3,134 | $2,903+8.0% | $2,637+18.9% | $2,400+30.6% |
| Participant deferral / active EE | $3,711 | $3,365+10.3% | $3,876-4.3% | $2,671+38.9% |
| Admin fee / account holder | $154 | $234-34.1% | $6,173-97.5% | $907-83.0% |