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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC1 year Service code 27 · EIN 36-4001764 | Advisory (Plan) | $64,626 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,470 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $7,875 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,097 | $106,164+35.7% | $147,041-2.0% | $77,692+85.5% |
| Participation rate | 88.9% | 78.4%+10.5pp | 82.2%+6.8pp | 70.6%+18.3pp |
| Annual return | 13.33% | 56.81%-43.5pp | 419.21%-405.9pp | 31.25%-17.9pp |
| Employer contribution / active EE | $1,632 | $4,066-59.9% | $4,935-66.9% | $2,726-40.2% |
| Participant deferral / active EE | $10,197 | $7,993+27.6% | $8,071+26.3% | $4,648+119.4% |
| Admin fee / account holder | $219 | $338-35.1% | $13,006-98.3% | $431-49.0% |