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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OPERATIONS Service code 37 · EIN 04-2647786 | Loan Processing | $119,080 |
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS Service code 16 · EIN 36-4001764 | Consulting | $61,943 |
HENRY H. ARMSTRONG10+ years Service code 26 · EIN 25-1440756 | Advisory (Participants) | $35,701 |
SCHNEIDER DOWNS & CO., INC.10+ years Service code 10 · EIN 25-1408703 | Accounting | $21,852 |
Filed as: CIBC ATLANTIC TR PRIVATE W.M. Service code 26 · EIN 20-0822261 | Advisory (Participants) | $9,083 |
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 | $262,271 | $122,128+114.8% | $147,117+78.3% | $200,096+31.1% |
| Participation rate | 91.2% | 78.2%+13.0pp | 82.2%+9.0pp | 72.0%+19.2pp |
| Annual return | 15.73% | 30.58%-14.9pp | 420.54%-404.8pp | 34.26%-18.5pp |
| Employer contribution / active EE | $6,745 | $4,093+64.8% | $4,932+36.7% | $3,038+122.0% |
| Participant deferral / active EE | $9,860 | $8,484+16.2% | $8,065+22.3% | $5,090+93.7% |
| Admin fee / account holder | $83 | $180-53.8% | $12,993-99.4% | $269-69.2% |