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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) | $6,521 |
TIAA3 years Service code 50 · EIN 13-1624203 | Direct Payment | $300 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,147 | $65,582+28.3% | $64,097+31.3% | $71,529+17.6% |
| Participation rate | 98.6% | 73.2%+25.4pp | 72.3%+26.2pp | 67.9%+30.6pp |
| Annual return | 10.68% | 18.96%-8.3pp | 33.75%-23.1pp | 28.97%-18.3pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $2,750-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $8,225 | $3,628+126.7% | $3,881+111.9% | $4,291+91.7% |
| Admin fee / account holder | $25 | $616-95.9% | $3,070-99.2% | $1,588-98.4% |