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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC1 year Service code 27 · EIN 36-4001764 | Advisory (Plan) | $6,180 |
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Recordkee... | $1,113 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,012 | $65,125+9.0% | $143,797-50.6% | $66,949+6.1% |
| Participation rate | 44.8% | 65.2%-20.4pp | 80.3%-35.6pp | 69.8%-25.1pp |
| Annual return | -16.46% | -11.13%-5.3pp | -0.04%-16.4pp | 1.57%-18.0pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $5,249 | $2,920+79.7% | $5,638-6.9% | $4,239+23.8% |
| Admin fee / account holder | $63 | $503-87.5% | $14,679-99.6% | $594-89.4% |