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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS, LLC Service code 17 · EIN 36-4001764 | Pension Consulting | $47,038 |
SCHNEIDER DOWNS & CO., INC.3 years Service code 10 · EIN 25-1408703 | Accounting | $20,000 |
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,650 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,522 | $91,710+102.3% | $67,560+174.6% | $77,762+138.6% |
| Participation rate | 94.9% | 76.0%+18.8pp | 72.9%+21.9pp | 70.6%+24.3pp |
| Annual return | 12.05% | 14.88%-2.8pp | 3533.50%-3521.4pp | 31.27%-19.2pp |
| Employer contribution / active EE | $4,554 | $3,187+42.9% | $2,737+66.4% | $2,728+66.9% |
| Participant deferral / active EE | $5,623 | $3,911+43.8% | $4,004+40.4% | $4,651+20.9% |
| Admin fee / account holder | $61 | $245-74.9% | $3,994-98.5% | $433-85.8% |