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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 30-4001764 | Advisory (Plan) | $44,954 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $11,453 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,608 | $91,692-29.5% | $67,561-4.4% | $77,714-16.9% |
| Participation rate | 87.9% | 76.0%+11.8pp | 72.9%+15.0pp | 70.6%+17.3pp |
| Annual return | 13.68% | 14.88%-1.2pp | 3525.44%-3511.8pp | 31.26%-17.6pp |
| Employer contribution / active EE | $408 | $3,188-87.2% | $2,735-85.1% | $2,727-85.0% |
| Participant deferral / active EE | $1,898 | $3,912-51.5% | $4,003-52.6% | $4,649-59.2% |
| Admin fee / account holder | $180 | $245-26.5% | $4,006-95.5% | $433-58.5% |