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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $52,098 |
WITHUMSMITH+BROWN, PC2 years Filed as: BROWN, EDWARDS & COMPANY, L.L.P. Service code 10 · EIN 54-0504608 | Accounting | $22,735 |
VENABLE LLP1 year Service code 29 · EIN 52-0517250 | Legal | $15,296 |
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $700 |
Service code 50 · EIN 04-2647786 | Direct Payment | $241 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $183,551 | $91,710+100.1% | $67,560+171.7% | $77,762+136.0% |
| Participation rate | 72.9% | 76.0%-3.2pp | 72.9%-0.1pp | 70.6%+2.3pp |
| Annual return | 11.33% | 14.88%-3.6pp | 3533.50%-3522.2pp | 31.27%-19.9pp |
| Employer contribution / active EE | $1,768 | $3,187-44.5% | $2,737-35.4% | $2,728-35.2% |
| Participant deferral / active EE | $3,019 | $3,911-22.8% | $4,004-24.6% | $4,651-35.1% |
| Admin fee / account holder | $73 | $245-70.4% | $3,994-98.2% | $433-83.3% |