Filed November 8, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 100 NORTHFIELD DR. · WINDSOR, CT 060954730 | Advisory (Plan) | $34,606 |
BONADIO & CO., LLP1 year Service code 10 · EIN 16-1131146 171 SULLYS TRAIL · PITTSFORD, NY 14534 | Accounting | $33,910 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $162,809 | $113,568+43.4% | $67,575+140.9% | $199,960-18.6% |
| Participation rate | 49.8% | 73.3%-23.6pp | 72.9%-23.2pp | 72.0%-22.2pp |
| Annual return | 13.71% | 15.88%-2.2pp | 3528.98%-3515.3pp | 34.28%-20.6pp |
| Employer contribution / active EE | $2,751 | $3,409-19.3% | $2,736+0.6% | $3,036-9.4% |
| Participant deferral / active EE | $3,093 | $4,163-25.7% | $4,003-22.7% | $5,087-39.2% |
| Admin fee / account holder | $66 | $102-36.0% | $3,993-98.4% | $269-75.6% |