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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 | $58,778+55.0% | $129,295-29.5% | $77,671+17.3% |
| Participation rate | 94.4% | 59.2%+35.2pp | 69.6%+24.8pp | 70.6%+23.8pp |
| Annual return | 17.75% | 24.73%-7.0pp | 9429.28%-9411.5pp | 31.21%-13.5pp |
| Employer contribution / active EE | $5,520 | $1,952+182.8% | $4,157+32.8% | $2,726+102.5% |
| Participant deferral / active EE | $9,598 | $3,212+198.8% | $4,169+130.2% | $4,648+106.5% |
| Admin fee / account holder | $97 | $589-83.6% | $7,665-98.7% | $430-77.5% |