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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS Service code 31 · EIN 36-4001764 | Named fiduciary; Direct payment from ... | $46,170 |
COHN REZNICK LLP6 years Filed as: COHN REZNICK Service code 10 · EIN 22-1478089 | Accounting | $17,340 |
TIAA9+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,727 | $91,692+115.6% | $67,561+192.7% | $77,714+154.4% |
| Participation rate | 99.5% | 76.0%+23.5pp | 72.9%+26.6pp | 70.6%+29.0pp |
| Annual return | 14.90% | 14.88%0pp | 3525.44%-3510.5pp | 31.26%-16.4pp |
| Employer contribution / active EE | $6,315 | $3,188+98.1% | $2,735+130.9% | $2,727+131.6% |
| Participant deferral / active EE | $6,705 | $3,912+71.4% | $4,003+67.5% | $4,649+44.2% |
| Admin fee / account holder | $85 | $245-65.4% | $4,006-97.9% | $433-80.5% |