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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 | $106,164+494.0% | $147,041+328.9% | $77,692+711.7% |
| Participation rate | 96.4% | 78.4%+18.1pp | 82.2%+14.3pp | 70.6%+25.9pp |
| Annual return | 23.21% | 56.81%-33.6pp | 419.21%-396.0pp | 31.25%-8.0pp |
| Employer contribution / active EE | $11,257 | $4,066+176.8% | $4,935+128.1% | $2,726+312.9% |
| Participant deferral / active EE | $18,839 | $7,993+135.7% | $8,071+133.4% | $4,648+305.3% |
| Admin fee / account holder | $184 | $338-45.4% | $13,006-98.6% | $431-57.2% |