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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $54,785 |
Filed as: DIMEO SCHNEIDER & AMP ASSOCIATES Service code 28 · EIN 36-4001764 | Investment Management | $43,208 |
COHNREZNICK LLP1 year Service code 10 · EIN 22-1478099 | Accounting | $42,599 |
TIAA6+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,728 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,666 | $94,833+93.7% | $75,717+142.6% | $86,813+111.6% |
| Participation rate | 99.5% | 79.1%+20.4pp | 74.8%+24.7pp | 72.3%+27.2pp |
| Annual return | 24.38% | 16.91%+7.5pp | 104.58%-80.2pp | 97.93%-73.5pp |
| Employer contribution / active EE | $4,869 | $2,904+67.6% | $2,743+77.5% | $2,406+102.4% |
| Participant deferral / active EE | $5,501 | $3,632+51.5% | $3,821+44.0% | $4,131+33.1% |
| Admin fee / account holder | $191 | $109+75.9% | $3,619-94.7% | $170+12.7% |