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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC2 years Service code 33 · EIN 36-4001764 | Securities brokerage; Other fees; Inv... | $30,675 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,609 | $71,534-32.0% | $98,462-50.6% | $71,529-32.0% |
| Participation rate | 79.9% | 72.7%+7.2pp | 75.2%+4.7pp | 67.9%+11.9pp |
| Annual return | 14.33% | 32.44%-18.1pp | 21.17%-6.8pp | 28.97%-14.6pp |
| Employer contribution / active EE | $4,288 | $2,399+78.7% | $3,049+40.6% | $2,590+65.6% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,291-100.0% |
| Admin fee / account holder | $213 | $1,677-87.3% | $8,875-97.6% | $1,588-86.6% |