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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC1 year Service code 26 PO BOX 856577 · MINNEAPOLIS, MN 554856577 | Advisory (Participants) | $26,970 |
Filed as: DIMEO SCHNEIDER & ASSOC Service code 26 PO BOX 74987 · CHICAGO, IL 60675 | Advisory (Participants) | $8,821 |
THE VANGUARD GROUP, INC.5 years Service code 26 · EIN 23-1945930 | Advisory (Participants) | $8,664 |
ADP BROKER-DEALER5 years Filed as: PENSION CONSULTANTS, INC. Service code 26 · EIN 06-1504963 | Advisory (Participants) | $1,980 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,480 | $65,437+133.0% | $86,698+75.9% | $66,949+127.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -12.35% | -10.91%-1.4pp | 35.96%-48.3pp | 1.57%-13.9pp |
| Employer contribution / active EE | $6,987 | $2,154+224.4% | $2,837+146.3% | $2,545+174.5% |
| Participant deferral / active EE | $11,793 | $4,102+187.5% | $4,656+153.3% | $4,239+178.2% |
| Admin fee / account holder | $257 | $642-60.0% | $7,492-96.6% | $594-56.8% |