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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS, LLC Service code 17 · EIN 36-4001764 | Pension Consulting | $44,337 |
Service code 10 · EIN 25-1408703 | Accounting | $22,904 |
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,625 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,569 | $79,151+61.2% | $60,906+109.5% | $64,819+96.8% |
| Participation rate | 91.6% | 77.7%+13.9pp | 73.1%+18.5pp | 71.5%+20.1pp |
| Annual return | -11.43% | -7.12%-4.3pp | 16.94%-28.4pp | 32.84%-44.3pp |
| Employer contribution / active EE | $4,501 | $3,052+47.5% | $2,703+66.5% | $2,507+79.5% |
| Participant deferral / active EE | $2,698 | $3,727-27.6% | $3,814-29.3% | $4,311-37.4% |
| Admin fee / account holder | $64 | $106-39.2% | $3,227-98.0% | $188-65.8% |