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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC2 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $6,365 |
Service code 12 · EIN 13-3689044 | Investment management; Finders' fees ... | $1,177 |
NATIONAL FINANCIAL SERVICES3 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,095 | $61,391+33.7% | $149,723-45.2% | $71,529+14.8% |
| Participation rate | 60.8% | 62.5%-1.7pp | 78.8%-18.0pp | 67.9%-7.2pp |
| Annual return | 21.86% | 35.88%-14.0pp | 134.50%-112.6pp | 28.97%-7.1pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $4,821-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $7,249 | $2,921+148.2% | $5,682+27.6% | $4,291+68.9% |
| Admin fee / account holder | $58 | $1,264-95.4% | $13,215-99.6% | $1,588-96.3% |