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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 | $91,695+5.0% | $67,575+42.5% | $77,736+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 | 3528.98%-3511.2pp | 31.26%-13.5pp |
| Employer contribution / active EE | $6,223 | $3,189+95.1% | $2,736+127.5% | $2,728+128.1% |
| Participant deferral / active EE | $5,068 | $3,912+29.5% | $4,003+26.6% | $4,651+9.0% |
| Admin fee / account holder | $100 | $245-59.2% | $3,993-97.5% | $433-76.9% |