Filed April 15, 2021
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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS Service code 26 · EIN 36-4001764 | Advisory (Participants) | $47,789 |
PASI, LLC1 year Filed as: PASI Service code 17 · EIN 26-1407927 | Pension Consulting | $11,250 |
COHN REZNICK LLP6 years Filed as: COHN REZNICK Service code 10 · EIN 22-1478099 | Accounting | $10,000 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $154,761 | $105,179+47.1% | $64,099+141.4% | $80,149+93.1% |
| Participation rate | 49.4% | 73.5%-24.1pp | 72.3%-22.9pp | 72.9%-23.5pp |
| Annual return | 13.73% | 20.34%-6.6pp | 33.70%-20.0pp | 40.39%-26.7pp |
| Employer contribution / active EE | $2,826 | $3,311-14.6% | $2,748+2.8% | $2,977-5.1% |
| Participant deferral / active EE | $2,569 | $4,020-36.1% | $3,881-33.8% | $5,015-48.8% |
| Admin fee / account holder | $47 | $113-58.5% | $3,070-98.5% | $145-67.6% |