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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% | $340,936-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 18.2%-18.2pp | 31.0%-31.0pp |
| Annual return | 7.28% | 6.89%+0.4pp | 7.17%+0.1pp | 14.18%-6.9pp |
| Employer contribution / active EE | $42,113 | $31,644+33.1% | $29,386+43.3% | $33,339+26.3% |
| Participant deferral / active EE | $0 | $292-100.0% | $623-100.0% | $68-100.0% |
| Admin fee / account holder | $0 | $8,606-100.0% | $8,606-100.0% | $17,688-100.0% |