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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 100 NORTHFIELD DR · WINDSOR, CT 060954730 | Advisory (Plan) | $35,384 |
FREED MAXICK CPAS PC2 years Filed as: FREED MAXICK CPAS, P.C. Service code 10 · EIN 45-4051133 424 MAIN STREET STE 800 · BUFFALO, NY 142023511 | Accounting | $32,500 |
Service code 25 · EIN 13-5570651 100 MADISON STREET, SUITE 100 · SYRACUSE, NY 13202 | Directed Trustee | $283 |
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 | $171,976 | $91,695+87.6% | $67,575+154.5% | $77,736+121.2% |
| Participation rate | 96.4% | 76.0%+20.4pp | 72.9%+23.5pp | 70.6%+25.9pp |
| Annual return | 11.55% | 14.88%-3.3pp | 3528.98%-3517.4pp | 31.26%-19.7pp |
| Employer contribution / active EE | $4,643 | $3,189+45.6% | $2,736+69.7% | $2,728+70.2% |
| Participant deferral / active EE | $5,839 | $3,912+49.3% | $4,003+45.9% | $4,651+25.6% |
| Admin fee / account holder | $80 | $245-67.2% | $3,993-98.0% | $433-81.5% |