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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS Service code 19 · EIN 36-4001764 100 NORTHFIELD DRIVE · WINDSOR, CT 060954730 | Securities Custodian | $66,506 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTON, LARSON & ALLEN, LLP Service code 10 · EIN 41-0746749 11710 BELTSVILLE DRIVE, SUITE 300 · BELTSVILLE, MD 207053102 | Accounting | $20,160 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,336 | $113,568+105.5% | $67,560+245.4% | $200,096+16.6% |
| Participation rate | 98.5% | 73.3%+25.2pp | 72.9%+25.6pp | 72.0%+26.5pp |
| Annual return | 12.50% | 15.88%-3.4pp | 3533.50%-3521.0pp | 34.26%-21.8pp |
| Employer contribution / active EE | $7,474 | $3,409+119.2% | $2,737+173.1% | $3,038+146.0% |
| Participant deferral / active EE | $8,296 | $4,163+99.3% | $4,004+107.2% | $5,090+63.0% |
| Admin fee / account holder | $119 | $102+16.4% | $3,994-97.0% | $269-55.7% |