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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $34,778 |
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $375 |
Filed as: FIDELITY INVS INST. OPS CO., INC. Service code 50 · EIN 04-2647786 | Direct Payment | $240 |
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 | $153,349 | $79,151+93.7% | $60,919+151.7% | $64,824+136.6% |
| Participation rate | 85.0% | 77.7%+7.3pp | 73.1%+11.9pp | 71.5%+13.5pp |
| Annual return | -10.11% | -7.12%-3.0pp | 16.96%-27.1pp | 32.84%-43.0pp |
| Employer contribution / active EE | $1,209 | $3,052-60.4% | $2,704-55.3% | $2,507-51.8% |
| Participant deferral / active EE | $2,748 | $3,727-26.3% | $3,814-27.9% | $4,311-36.3% |
| Admin fee / account holder | $28 | $106-73.7% | $3,228-99.1% | $188-85.2% |