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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 100 NORTHFIELD DR · WINDSOR, CT 060954730 | Advisory (Plan) | $33,844 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,108 | $79,151+36.6% | $60,919+77.5% | $64,824+66.8% |
| Participation rate | 95.7% | 77.7%+18.0pp | 73.1%+22.6pp | 71.5%+24.2pp |
| Annual return | -13.91% | -7.12%-6.8pp | 16.96%-30.9pp | 32.84%-46.8pp |
| Employer contribution / active EE | $4,827 | $3,052+58.1% | $2,704+78.5% | $2,507+92.5% |
| Participant deferral / active EE | $5,460 | $3,727+46.5% | $3,814+43.2% | $4,311+26.7% |
| Admin fee / account holder | $48 | $106-54.4% | $3,228-98.5% | $188-74.4% |