Filed October 10, 2024
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| Provider | Service type | Compensation |
|---|---|---|
SEYFARTH SHAW LLP1 year Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $524,730 |
Service code 37 · EIN 04-2647786 | Loan Processing | $463,204 |
MITCHELL & TITUS, LLP2+ years Service code 10 · EIN 13-2781641 | Accounting | $78,500 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $7,500 |
FID INV INST OPS CO2+ years Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,513 | $73,283+12.6% | $155,556-47.0% | $106,553-22.6% |
| Participation rate | 79.7% | 73.3%+6.4pp | 78.2%+1.5pp | 69.8%+9.9pp |
| Annual return | 18.40% | 15.76%+2.6pp | 64.84%-46.4pp | 17.37%+1.0pp |
| Employer contribution / active EE | $4,081 | $2,241+82.2% | $4,675-12.7% | $3,359+21.5% |
| Participant deferral / active EE | $6,936 | $4,567+51.9% | $5,631+23.2% | $5,562+24.7% |
| Admin fee / account holder | $38 | $56-31.9% | $15,885-99.8% | $80-52.2% |