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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC3 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $36,591 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 30-1413443 | Accounting | $25,200 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,499 |
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 | $91,120 | $58,969+54.5% | $129,406-29.6% | $77,762+17.2% |
| Participation rate | 94.4% | 59.5%+35.0pp | 69.6%+24.8pp | 70.6%+23.8pp |
| Annual return | 17.75% | 24.78%-7.0pp | 9468.18%-9450.4pp | 31.27%-13.5pp |
| Employer contribution / active EE | $5,520 | $1,959+181.8% | $4,155+32.8% | $2,728+102.3% |
| Participant deferral / active EE | $9,598 | $3,224+197.7% | $4,167+130.3% | $4,651+106.4% |
| Admin fee / account holder | $97 | $593-83.7% | $7,689-98.7% | $433-77.6% |