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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 | $93,351-25.4% | $62,929+10.6% | $79,634-12.6% |
| Participation rate | 91.5% | 74.6%+16.8pp | 73.1%+18.4pp | 62.5%+29.0pp |
| Annual return | 14.48% | 14.37%+0.1pp | 1063.93%-1049.4pp | 36.46%-22.0pp |
| Employer contribution / active EE | $3,134 | $3,1350% | $2,505+25.1% | $2,529+23.9% |
| Participant deferral / active EE | $3,711 | $3,921-5.4% | $3,888-4.6% | $3,835-3.2% |
| Admin fee / account holder | $154 | $229-32.7% | $5,065-97.0% | $1,002-84.6% |