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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 27 PO BOX 856577 · MINNEAPOLIS, MN 554856577 | Advisory (Plan) | $48,014 |
BENEFIT PLAN ADMINISTRATORS9 years Filed as: BENEFIT PLAN ADMINISTRATION OF WI Service code 14 · EIN 39-1401001 | Plan Administrator | $36,769 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Investm... | $31,244 |
THE PREVIANT LAW FIRM, S.C.9 years Filed as: THE PREVIANT LAW FIRM S.C. Service code 29 · EIN 39-1211596 | Legal | $17,273 |
SIKICH LLP6 years Service code 10 · EIN 36-3168081 | Accounting | $12,400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $155,649 | $107,218+45.2% | $115,768+34.4% | $79,634+95.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 74.4%+25.6pp | 62.5%+37.5pp |
| Annual return | 12.24% | 15.41%-3.2pp | 100.46%-88.2pp | 36.46%-24.2pp |
| Employer contribution / active EE | $13,752 | $3,627+279.2% | $2,940+367.8% | $2,529+443.7% |
| Participant deferral / active EE | $0 | $5,091-100.0% | $4,917-100.0% | $3,835-100.0% |
| Admin fee / account holder | $333 | $576-42.1% | $12,439-97.3% | $1,002-66.7% |