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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 | $58,859+54.8% | $129,397-29.6% | $77,714+17.3% |
| Participation rate | 94.4% | 59.3%+35.1pp | 69.6%+24.8pp | 70.6%+23.8pp |
| Annual return | 17.75% | 24.74%-7.0pp | 9453.98%-9436.2pp | 31.26%-13.5pp |
| Employer contribution / active EE | $5,520 | $1,952+182.8% | $4,154+32.9% | $2,727+102.4% |
| Participant deferral / active EE | $9,598 | $3,215+198.5% | $4,167+130.3% | $4,649+106.4% |
| Admin fee / account holder | $97 | $591-83.6% | $7,679-98.7% | $433-77.7% |