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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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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
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 | $226,918-100.0% | $226,918-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 21.9%-21.9pp | 19.4%-19.4pp | 35.7%-35.7pp |
| Annual return | 7.28% | 8.21%-0.9pp | 8.54%-1.3pp | 15.19%-7.9pp |
| Employer contribution / active EE | $42,113 | $27,703+52.0% | $26,203+60.7% | $34,877+20.7% |
| Participant deferral / active EE | $0 | $255-100.0% | $449-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $16,566-100.0% | $16,566-100.0% | $50,584-100.0% |