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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $13,299 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,447 |
THOMPSON HINE1 year Service code 29 · EIN 34-0575300 | Legal | $6,367 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $289,029 | $112,582+156.7% | $105,607+173.7% | $199,960+44.5% |
| Participation rate | 22.3% | 86.3%-64.0pp | 75.3%-53.0pp | 72.0%-49.7pp |
| Annual return | 14.78% | 15.58%-0.8pp | 116.11%-101.3pp | 34.28%-19.5pp |
| Employer contribution / active EE | $1,334 | $4,580-70.9% | $3,167-57.9% | $3,036-56.1% |
| Participant deferral / active EE | $3,047 | $6,655-54.2% | $5,011-39.2% | $5,087-40.1% |
| Admin fee / account holder | $99 | $107-7.8% | $10,958-99.1% | $269-63.4% |