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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS Service code 16 · EIN 36-4001764 | Consulting | $61,383 |
Filed as: NATHAN WECHSLER AND COMPANY, PA Service code 10 · EIN 02-0327524 | Accounting | $59,500 |
BDO USA, LLP1 year Filed as: BDO USA, P.C Service code 10 · EIN 13-5381590 | Accounting | $41,450 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$44,292 |
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 | $182,647 | $122,128+49.6% | $147,117+24.2% | $200,096-8.7% |
| Participation rate | 89.7% | 78.2%+11.5pp | 82.2%+7.5pp | 72.0%+17.7pp |
| Annual return | 16.39% | 30.58%-14.2pp | 420.54%-404.1pp | 34.26%-17.9pp |
| Employer contribution / active EE | $3,426 | $4,093-16.3% | $4,932-30.5% | $3,038+12.8% |
| Participant deferral / active EE | $12,788 | $8,484+50.7% | $8,065+58.6% | $5,090+151.2% |
| Admin fee / account holder | $50 | $180-72.2% | $12,993-99.6% | $269-81.5% |