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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 | $101,653-47.1% | $147,080-63.4% | $74,459-27.7% |
| Participation rate | 96.1% | 75.6%+20.5pp | 82.2%+13.9pp | 67.2%+28.9pp |
| Annual return | 14.68% | 8754.98%-8740.3pp | 420.17%-405.5pp | 1369.70%-1355.0pp |
| Employer contribution / active EE | $3,140 | $3,813-17.7% | $4,933-36.4% | $2,626+19.6% |
| Participant deferral / active EE | $6,894 | $7,304-5.6% | $8,066-14.5% | $4,350+58.5% |
| Admin fee / account holder | $61 | $1,752-96.5% | $12,989-99.5% | $1,945-96.9% |