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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $1,034,514 |
FIDUCIENT ADVISORS LLC1 year Service code 28 · EIN 36-4001764 | Investment Management | $92,655 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $53,127 |
RSM US LLP7+ years Service code 10 · EIN 84-1532243 | Accounting | $48,825 |
MERCER1 year Filed as: MERCER GLOBAL ADVISORS INC Service code 26 · EIN 74-3257877 | Advisory (Participants) | $5,329 |
Filed as: CHARLES SCHWAB & CO INC. Service code 26 · EIN 94-1737782 | Advisory (Participants) | $2,605 |
Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,429 | $68,062+56.4% | $185,854-42.7% | $106,520-0.1% |
| Participation rate | 93.8% | 75.2%+18.6pp | 81.7%+12.1pp | 71.3%+22.5pp |
| Annual return | 13.96% | 18.20%-4.2pp | 122.12%-108.2pp | 19.28%-5.3pp |
| Employer contribution / active EE | $3,134 | $1,997+56.9% | $5,169-39.4% | $2,840+10.3% |
| Participant deferral / active EE | $5,830 | $3,990+46.1% | $5,569+4.7% | $4,948+17.8% |
| Admin fee / account holder | $71 | $53+33.8% | $16,246-99.6% | $75-5.3% |