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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $26,225 |
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Distribution (12b... | $6,817 |
NATIONAL FINANCIAL SERVICES4 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,107 | $55,472+76.9% | $155,567-36.9% | $74,546+31.6% |
| Participation rate | 97.8% | 61.9%+35.9pp | 78.2%+19.6pp | 67.2%+30.6pp |
| Annual return | 13.84% | 268.72%-254.9pp | 64.74%-50.9pp | 1366.03%-1352.2pp |
| Employer contribution / active EE | $13,675 | $2,269+502.7% | $4,674+192.6% | $2,624+421.1% |
| Participant deferral / active EE | $0 | $2,838-100.0% | $5,628-100.0% | $4,347-100.0% |
| Admin fee / account holder | $99 | $1,743-94.3% | $15,916-99.4% | $1,944-94.9% |