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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Recordk... | $155,052 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 16 · EIN 36-4001764 | Consulting | $25,091 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $303 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,545 | $45,000-1.0% | $143,797-69.0% | $77,906-42.8% |
| Participation rate | 94.4% | 66.8%+27.5pp | 80.3%+14.0pp | 73.7%+20.7pp |
| Annual return | -15.34% | 29.03%-44.4pp | -0.04%-15.3pp | 12.16%-27.5pp |
| Employer contribution / active EE | $1,755 | $1,870-6.1% | $4,952-64.6% | $2,846-38.3% |
| Participant deferral / active EE | $4,605 | $3,157+45.9% | $5,638-18.3% | $4,805-4.2% |
| Admin fee / account holder | $93 | $98-5.1% | $14,679-99.4% | $133-29.5% |