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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS Service code 15 · EIN 36-4001764 | Recordkeeping | $12,352 |
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $5,631 |
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 | $53,816 | $101,539-47.0% | $147,041-63.4% | $74,400-27.7% |
| Participation rate | 96.1% | 75.5%+20.6pp | 82.2%+13.9pp | 67.2%+28.9pp |
| Annual return | 14.68% | 8740.84%-8726.2pp | 419.21%-404.5pp | 1367.51%-1352.8pp |
| Employer contribution / active EE | $3,140 | $3,811-17.6% | $4,935-36.4% | $2,624+19.6% |
| Participant deferral / active EE | $6,894 | $7,304-5.6% | $8,071-14.6% | $4,348+58.6% |
| Admin fee / account holder | $61 | $1,749-96.5% | $13,006-99.5% | $1,944-96.9% |