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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS Service code 16 · EIN 36-4001764 | Consulting | $31,250 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,496 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,263 | $91,710+5.0% | $67,560+42.5% | $77,762+23.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.9%+27.1pp | 70.6%+29.4pp |
| Annual return | 17.76% | 14.88%+2.9pp | 3533.50%-3515.7pp | 31.27%-13.5pp |
| Employer contribution / active EE | $6,223 | $3,187+95.2% | $2,737+127.4% | $2,728+128.1% |
| Participant deferral / active EE | $5,068 | $3,911+29.6% | $4,004+26.6% | $4,651+9.0% |
| Admin fee / account holder | $100 | $245-59.2% | $3,994-97.5% | $433-76.9% |