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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $27,471 |
TIAA4 years Service code 50 · EIN 13-1624203 | Direct Payment | $650 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,957 | $69,774+33.2% | $67,575+37.6% | $74,459+24.8% |
| Participation rate | 98.6% | 71.4%+27.2pp | 72.9%+25.7pp | 67.2%+31.4pp |
| Annual return | 15.84% | -40.53%+56.4pp | 3528.98%-3513.1pp | 1369.70%-1353.9pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,736-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $7,782 | $3,636+114.0% | $4,003+94.4% | $4,350+78.9% |
| Admin fee / account holder | $103 | $890-88.4% | $3,993-97.4% | $1,945-94.7% |