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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 100 NORTHFIELD DR · WINDSOR, CT 060954730 | Advisory (Plan) | $52,976 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,501 | $83,884+52.0% | $64,097+98.9% | $74,473+71.2% |
| Participation rate | 97.4% | 76.6%+20.8pp | 72.3%+25.1pp | 70.7%+26.6pp |
| Annual return | 17.18% | 16.57%+0.6pp | 33.75%-16.6pp | 34.36%-17.2pp |
| Employer contribution / active EE | $4,969 | $3,084+61.2% | $2,750+80.7% | $2,638+88.4% |
| Participant deferral / active EE | $5,715 | $3,692+54.8% | $3,881+47.2% | $4,530+26.2% |
| Admin fee / account holder | $82 | $196-57.9% | $3,070-97.3% | $347-76.2% |