Filed April 15, 2021
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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS, LLC Service code 26 · EIN 36-4001764 | Advisory (Participants) | $49,517 |
COHNREZNICK LLP1 year Service code 10 · EIN 33-4144829 | Accounting | $10,000 |
PASI, LLC2 years Filed as: PASI Service code 17 · EIN 26-1407927 | Pension Consulting | $5,625 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,078 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,543 | $91,710+80.5% | $67,560+145.0% | $77,762+112.9% |
| Participation rate | 85.2% | 76.0%+9.2pp | 72.9%+12.3pp | 70.6%+14.6pp |
| Annual return | 11.10% | 14.88%-3.8pp | 3533.50%-3522.4pp | 31.27%-20.2pp |
| Employer contribution / active EE | $4,921 | $3,187+54.4% | $2,737+79.8% | $2,728+80.4% |
| Participant deferral / active EE | $5,149 | $3,911+31.7% | $4,004+28.6% | $4,651+10.7% |
| Admin fee / account holder | $45 | $245-81.5% | $3,994-98.9% | $433-89.5% |