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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; Finders... | $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 | $96,078+62.0% | $125,529+24.0% | $65,191+138.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 74.7%+25.3pp | 63.0%+37.0pp |
| Annual return | 12.24% | 11.20%+1.0pp | 202.56%-190.3pp | 51.24%-39.0pp |
| Employer contribution / active EE | $13,752 | $4,084+236.8% | $3,058+349.8% | $2,400+473.0% |
| Participant deferral / active EE | $0 | $3,510-100.0% | $4,813-100.0% | $2,671-100.0% |
| Admin fee / account holder | $333 | $962-65.4% | $16,298-98.0% | $907-63.2% |