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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OPERATIONS Service code 37 · EIN 04-2647786 | Loan Processing | $157,210 |
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS Service code 16 · EIN 36-4001764 | Consulting | $100,557 |
Filed as: CIBC ATLANTIC TR PRIVATE W.M. Service code 26 · EIN 20-0822261 | Advisory (Participants) | $78,952 |
SCHNEIDER DOWNS & CO., INC.10+ years Service code 10 · EIN 25-1408703 | Accounting | $22,399 |
Service code 26 · EIN 26-0058143 | Advisory (Participants) | $13,780 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $459,786 | $122,128+276.5% | $147,117+212.5% | $200,096+129.8% |
| Participation rate | 95.1% | 78.2%+16.9pp | 82.2%+12.9pp | 72.0%+23.1pp |
| Annual return | 18.76% | 30.58%-11.8pp | 420.54%-401.8pp | 34.26%-15.5pp |
| Employer contribution / active EE | $6,791 | $4,093+65.9% | $4,932+37.7% | $3,038+123.6% |
| Participant deferral / active EE | $15,665 | $8,484+84.6% | $8,065+94.2% | $5,090+207.8% |
| Admin fee / account holder | $102 | $180-43.1% | $12,993-99.2% | $269-62.1% |