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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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,649 | $69,255+124.7% | $148,496+4.8% | $69,255+124.7% |
| Participation rate | 100.0% | 69.0%+31.0pp | 76.0%+24.0pp | 69.0%+31.0pp |
| Annual return | 12.24% | 26.73%-14.5pp | 12.33%-0.1pp | 26.73%-14.5pp |
| Employer contribution / active EE | $13,752 | $2,645+419.9% | $3,497+293.2% | $2,645+419.9% |
| Participant deferral / active EE | $0 | $2,890-100.0% | $4,808-100.0% | $2,890-100.0% |
| Admin fee / account holder | $333 | $733-54.5% | $19,547-98.3% | $733-54.5% |