Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $65,084+157.1% | $67,681+147.2% | $64,340+160.1% |
| Participation rate | 99.2% | 66.7%+32.4pp | 73.7%+25.4pp | 55.2%+43.9pp |
| Annual return | 11.35% | 20.50%-9.2pp | 590.58%-579.2pp | 24.14%-12.8pp |
| Employer contribution / active EE | $8,404 | $2,398+250.4% | $2,678+213.8% | $1,862+351.4% |
| Participant deferral / active EE | $3,732 | $3,210+16.2% | $3,976-6.1% | $2,980+25.2% |
| Admin fee / account holder | $75 | $1,415-94.7% | $6,100-98.8% | $3,703-98.0% |