Filed March 16, 2020 (most recent of 5 filings on file)
Total covered: 18 employees
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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $85,569 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $26,650 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $21,051 |
FLEXPATH STRATEGIES, LLC1 year Service code 49 · EIN 46-4782313 | Other Services | $17,459 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,407 | $120,057+58.6% | $75,728+151.4% | $93,010+104.7% |
| Participation rate | 92.6% | 77.3%+15.2pp | 74.8%+17.7pp | 73.9%+18.7pp |
| Annual return | 12.51% | 19.62%-7.1pp | 104.66%-92.2pp | 158.70%-146.2pp |
| Employer contribution / active EE | $1,396 | $3,253-57.1% | $2,743-49.1% | $2,705-48.4% |
| Participant deferral / active EE | $5,783 | $4,089+41.4% | $3,820+51.4% | $4,561+26.8% |
| Admin fee / account holder | $47 | $81-42.1% | $3,620-98.7% | $152-68.9% |