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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 14 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Plan Administrator | $15,251 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 100 NORTHFIELD DR · WINDSOR, CT 060954730 | Advisory (Plan) | $12,114 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,290 | $48,011+52.7% | $63,803+14.9% | $82,637-11.3% |
| Participation rate | 96.6% | 66.6%+30.1pp | 72.7%+23.9pp | 68.1%+28.6pp |
| Annual return | 15.62% | 19.84%-4.2pp | 543.72%-528.1pp | 53.51%-37.9pp |
| Employer contribution / active EE | $2,761 | $1,904+45.0% | $2,532+9.0% | $2,552+8.2% |
| Participant deferral / active EE | $5,194 | $2,846+82.5% | $3,843+35.1% | $4,126+25.9% |
| Admin fee / account holder | $158 | $3,873-95.9% | $5,196-97.0% | $7,339-97.8% |