Filed October 22, 2024 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $78,213 |
Service code 19 · EIN 51-0396365 | Securities Custodian | $70,287 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $31,250 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $11,734 |
Filed as: CBIZ MHM, LLC Service code 10 · EIN 26-3753134 | Accounting | $8,768 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,938 | $113,568+73.4% | $67,560+191.5% | $200,096-1.6% |
| Participation rate | 41.6% | 73.3%-31.7pp | 72.9%-31.3pp | 72.0%-30.4pp |
| Annual return | 12.69% | 15.88%-3.2pp | 3533.50%-3520.8pp | 34.26%-21.6pp |
| Employer contribution / active EE | $2,359 | $3,409-30.8% | $2,737-13.8% | $3,038-22.4% |
| Participant deferral / active EE | $2,579 | $4,163-38.0% | $4,004-35.6% | $5,090-49.3% |
| Admin fee / account holder | $109 | $102+6.3% | $3,994-97.3% | $269-59.6% |