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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 | $67,594+147.5% | $77,361+116.3% | $69,733+139.9% |
| Participation rate | 99.2% | 71.7%+27.5pp | 75.0%+24.2pp | 62.5%+36.7pp |
| Annual return | 11.35% | 19.20%-7.9pp | 1011.54%-1000.2pp | 15.22%-3.9pp |
| Employer contribution / active EE | $8,404 | $2,649+217.3% | $2,990+181.1% | $2,250+273.5% |
| Participant deferral / active EE | $3,732 | $3,401+9.7% | $3,911-4.6% | $3,054+22.2% |
| Admin fee / account holder | $75 | $1,159-93.6% | $5,894-98.7% | $3,102-97.6% |