Filed January 11, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 16 500 WEST MADISON ST, STE 1700 · CHICAGO, IL 60661 | Consulting | $37,500 |
JMM CPA5 years Service code 10 · EIN 47-2940358 | Accounting | $10,000 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,025 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,900 | $79,151+85.6% | $60,919+141.1% | $64,824+126.6% |
| Participation rate | 73.3% | 77.7%-4.4pp | 73.1%+0.2pp | 71.5%+1.8pp |
| Annual return | -10.77% | -7.12%-3.6pp | 16.96%-27.7pp | 32.84%-43.6pp |
| Employer contribution / active EE | $3,334 | $3,052+9.2% | $2,704+23.3% | $2,507+33.0% |
| Participant deferral / active EE | $3,579 | $3,727-4.0% | $3,814-6.2% | $4,311-17.0% |
| Admin fee / account holder | $56 | $106-46.6% | $3,228-98.2% | $188-69.9% |