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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $50,000 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $49,761 |
Service code 37 · EIN 04-2647786 | Loan Processing | $44,304 |
USI CONSULTING GROUP4 years Filed as: USI CONSULTING GROUP, INC. Service code 16 · EIN 06-1053228 | Consulting | $26,000 |
MARTIN FLEISHER, JD9+ years Service code 29 · EIN 20-0357886 | Legal | $14,875 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $630,618 | $106,247+493.5% | $147,096+328.7% | $77,714+711.5% |
| Participation rate | 96.4% | 78.4%+18.1pp | 82.2%+14.3pp | 70.6%+25.9pp |
| Annual return | 23.21% | 56.87%-33.7pp | 419.75%-396.5pp | 31.26%-8.0pp |
| Employer contribution / active EE | $11,257 | $4,069+176.6% | $4,936+128.1% | $2,727+312.8% |
| Participant deferral / active EE | $18,839 | $7,996+135.6% | $8,071+133.4% | $4,649+305.2% |
| Admin fee / account holder | $184 | $338-45.5% | $13,005-98.6% | $433-57.4% |