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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $39,552 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,406 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $71,220 | $80,781-11.8% | $102,437-30.5% | $74,478-4.4% |
| Participation rate | 62.1% | 65.7%-3.6pp | 74.5%-12.5pp | 67.2%-5.2pp |
| Annual return | 11.99% | 27.58%-15.6pp | 24.95%-13.0pp | 1370.56%-1358.6pp |
| Employer contribution / active EE | $1,781 | $3,160-43.6% | $3,871-54.0% | $2,626-32.2% |
| Participant deferral / active EE | $3,604 | $3,862-6.7% | $5,060-28.8% | $4,350-17.1% |
| Admin fee / account holder | $443 | $2,372-81.3% | $8,388-94.7% | $1,946-77.2% |