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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 | $86,795-19.8% | $67,681+2.8% | $64,728+7.5% |
| Participation rate | 91.5% | 71.7%+19.8pp | 73.7%+17.7pp | 57.9%+33.6pp |
| Annual return | 14.48% | 12.58%+1.9pp | 590.58%-576.1pp | 49.38%-34.9pp |
| Employer contribution / active EE | $3,134 | $2,837+10.4% | $2,678+17.0% | $2,243+39.7% |
| Participant deferral / active EE | $3,711 | $3,430+8.2% | $3,976-6.7% | $2,729+36.0% |
| Admin fee / account holder | $154 | $238-35.3% | $6,100-97.5% | $1,145-86.5% |