Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $28,127 |
BOIVIN & ASSOCIATES6 years Filed as: BOIVIN & ASSOCIATES, CPAS, PLLC Service code 10 395 DANIEL WEBSTER HWY, UNIT 6 · MERRIMACK, NH 03054 | Accounting | $9,000 |
T ROWE PRICE RPS INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $3,335 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,026 | $56,503+273.5% | $69,890+201.9% | $64,824+225.5% |
| Participation rate | 94.7% | 70.5%+24.3pp | 70.5%+24.3pp | 71.5%+23.3pp |
| Annual return | -15.27% | -13.44%-1.8pp | 190.84%-206.1pp | 32.84%-48.1pp |
| Employer contribution / active EE | $8,633 | $2,046+321.9% | $2,560+237.2% | $2,507+244.4% |
| Participant deferral / active EE | $13,245 | $3,389+290.8% | $3,848+244.2% | $4,311+207.2% |
| Admin fee / account holder | $84 | $160-47.6% | $6,267-98.7% | $188-55.3% |