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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $24,720 |
Service code 12 · EIN 13-3689044 | Investment management; Participant lo... | $4,928 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,997 | $65,083+9.1% | $143,788-50.6% | $66,930+6.1% |
| Participation rate | 86.0% | 65.2%+20.8pp | 80.3%+5.7pp | 69.8%+16.2pp |
| Annual return | -10.32% | -11.13%+0.8pp | -0.03%-10.3pp | 1.57%-11.9pp |
| Employer contribution / active EE | $10,350 | $2,361+338.3% | $4,952+109.0% | $2,545+306.7% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,238-100.0% |
| Admin fee / account holder | $91 | $502-81.9% | $14,675-99.4% | $593-84.7% |