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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) | $84,861 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $7,350 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $5,020 |
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 | $183,106 | $91,710+99.7% | $67,560+171.0% | $77,762+135.5% |
| Participation rate | 97.7% | 76.0%+21.7pp | 72.9%+24.8pp | 70.6%+27.2pp |
| Annual return | 11.56% | 14.88%-3.3pp | 3533.50%-3521.9pp | 31.27%-19.7pp |
| Employer contribution / active EE | $4,675 | $3,187+46.7% | $2,737+70.8% | $2,728+71.4% |
| Participant deferral / active EE | $5,137 | $3,911+31.4% | $4,004+28.3% | $4,651+10.4% |
| Admin fee / account holder | $42 | $245-82.9% | $3,994-99.0% | $433-90.3% |