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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $6,717 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,544 | $65,582+105.2% | $64,097+109.9% | $71,529+88.1% |
| Participation rate | 98.7% | 73.2%+25.5pp | 72.3%+26.3pp | 67.9%+30.7pp |
| Annual return | 11.59% | 18.96%-7.4pp | 33.75%-22.2pp | 28.97%-17.4pp |
| Employer contribution / active EE | $8,242 | $2,671+208.6% | $2,750+199.7% | $2,590+218.3% |
| Participant deferral / active EE | $3,644 | $3,628+0.4% | $3,881-6.1% | $4,291-15.1% |
| Admin fee / account holder | $13 | $616-97.8% | $3,070-99.6% | $1,588-99.2% |