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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC5 years Filed as: FIDUCIENT ADVISORS Service code 27 100 NORTHFIELD DRIVE · WINDSOR, CT 06095 | Advisory (Plan) | $39,946 |
THE ANGELL PENSION GROUP, INC.10+ years Service code 11 · EIN 04-2530412 | Actuarial | $28,406 |
WILMINGTON TRUST3 years Service code 19 · EIN 16-1486454 | Securities Custodian | $21,655 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $134,556-100.0% | $134,556-100.0% | $328,120-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 15.4%-15.4pp | 34.1%-34.1pp |
| Annual return | 7.28% | 8.43%-1.2pp | 8.50%-1.2pp | 13.02%-5.7pp |
| Employer contribution / active EE | $42,113 | $31,363+34.3% | $29,758+41.5% | $34,257+22.9% |
| Participant deferral / active EE | $0 | $236-100.0% | $538-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $8,606-100.0% | $8,606-100.0% | $39,117-100.0% |