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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 500 W MADISON ST STE 1700 · CHICAGO, IL 60661 | Advisory (Plan) | $21,377 |
SMITH & HOWARD, PC1 year Filed as: SMITH & HOWARD PC Service code 10 · EIN 58-1250486 271 17TH ST NW STE 1600 · ATLANTA, GA 30363 | Accounting | $17,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,323 | $64,705+158.6% | $62,929+165.9% | $67,986+146.1% |
| Participation rate | 99.2% | 65.6%+33.6pp | 73.1%+26.1pp | 57.2%+42.0pp |
| Annual return | 11.35% | 20.31%-9.0pp | 1063.93%-1052.6pp | 31.67%-20.3pp |
| Employer contribution / active EE | $8,404 | $2,376+253.7% | $2,505+235.6% | $2,019+316.3% |
| Participant deferral / active EE | $3,732 | $3,198+16.7% | $3,888-4.0% | $3,358+11.1% |
| Admin fee / account holder | $75 | $1,428-94.8% | $5,065-98.5% | $3,203-97.7% |