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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $94,448 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS, LLC Service code 17 · EIN 36-4001764 | Pension Consulting | $45,000 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $3,474 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,716 | $46,332+305.2% | $143,797+30.5% | $64,824+189.6% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | 8.01% | -10.05%+18.1pp | -0.04%+8.0pp | 32.84%-24.8pp |
| Employer contribution / active EE | $6,618 | $1,911+246.3% | $4,952+33.6% | $2,507+164.0% |
| Participant deferral / active EE | $7,051 | $2,647+166.3% | $5,638+25.1% | $4,311+63.6% |
| Admin fee / account holder | $430 | $154+179.6% | $14,679-97.1% | $188+129.0% |