Filed January 22, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $6,830 |
TIAA8 years Service code 13 · EIN 13-1624203 | Contract Administrator | $375 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,642 | $69,708+143.4% | $67,560+151.1% | $74,478+127.8% |
| Participation rate | 96.9% | 71.4%+25.5pp | 72.9%+24.0pp | 67.2%+29.7pp |
| Annual return | 14.41% | -40.67%+55.1pp | 3533.50%-3519.1pp | 1370.56%-1356.2pp |
| Employer contribution / active EE | $5,981 | $2,715+120.3% | $2,737+118.6% | $2,626+127.7% |
| Participant deferral / active EE | $5,599 | $3,637+53.9% | $4,004+39.8% | $4,350+28.7% |
| Admin fee / account holder | $18 | $887-98.0% | $3,994-99.6% | $1,946-99.1% |