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 | $69,771+143.1% | $67,524+151.2% | $74,400+128.0% |
| Participation rate | 96.9% | 71.4%+25.6pp | 72.9%+24.0pp | 67.2%+29.7pp |
| Annual return | 14.41% | -40.49%+54.9pp | 3519.41%-3505.0pp | 1367.51%-1353.1pp |
| Employer contribution / active EE | $5,981 | $2,710+120.7% | $2,734+118.8% | $2,624+127.9% |
| Participant deferral / active EE | $5,599 | $3,638+53.9% | $4,001+39.9% | $4,348+28.8% |
| Admin fee / account holder | $18 | $889-98.0% | $4,001-99.6% | $1,944-99.1% |