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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS Service code 27 100 NORTHFIELD DRIVE · WINDSOR, CT 06095 | Advisory (Plan) | $80,000 |
WELLS FARGO BANK, N.A.7+ years Service code 15 211 MAIN STREET · ANSONIA, CT 06401 | Recordkeeping | $38,401 |
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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 | $164,233-100.0% | $270,125-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 0.0%0pp |
| Annual return | -17.45% | -10.37%-7.1pp | -38.86%+21.4pp | 2.77%-20.2pp |
| Employer contribution / active EE | $2,096 | $8,700-75.9% | $37,752-94.4% | $15,262-86.3% |
| Participant deferral / active EE | $0 | $174-100.0% | $16-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $16,942-100.0% | $1,015-100.0% |