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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 | $91,621+102.5% | $67,511+174.8% | $77,671+138.9% |
| Participation rate | 94.9% | 76.0%+18.9pp | 72.9%+22.0pp | 70.6%+24.3pp |
| Annual return | 12.05% | 14.87%-2.8pp | 3517.41%-3505.4pp | 31.21%-19.2pp |
| Employer contribution / active EE | $4,554 | $3,184+43.0% | $2,733+66.7% | $2,726+67.0% |
| Participant deferral / active EE | $5,623 | $3,906+43.9% | $4,000+40.6% | $4,648+21.0% |
| Admin fee / account holder | $61 | $176-65.2% | $3,999-98.5% | $430-85.7% |