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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC3 years Service code 33 · EIN 36-4001764 | Securities brokerage; Other fees; Inv... | $31,595 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,693 | $78,607-25.3% | $105,624-44.4% | $74,478-21.2% |
| Participation rate | 69.5% | 72.8%-3.3pp | 75.3%-5.8pp | 67.2%+2.3pp |
| Annual return | 8.78% | 15.96%-7.2pp | 116.20%-107.4pp | 1370.56%-1361.8pp |
| Employer contribution / active EE | $5,507 | $2,523+118.3% | $3,168+73.8% | $2,626+109.7% |
| Participant deferral / active EE | $0 | $4,325-100.0% | $5,013-100.0% | $4,350-100.0% |
| Admin fee / account holder | $226 | $2,220-89.8% | $10,961-97.9% | $1,946-88.4% |