Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $91,692+102.3% | $67,561+174.6% | $77,714+138.7% |
| Participation rate | 94.9% | 76.0%+18.8pp | 72.9%+22.0pp | 70.6%+24.3pp |
| Annual return | 12.05% | 14.88%-2.8pp | 3525.44%-3513.4pp | 31.26%-19.2pp |
| Employer contribution / active EE | $4,554 | $3,188+42.9% | $2,735+66.5% | $2,727+67.0% |
| Participant deferral / active EE | $5,623 | $3,912+43.7% | $4,003+40.5% | $4,649+20.9% |
| Admin fee / account holder | $61 | $245-74.9% | $4,006-98.5% | $433-85.8% |