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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC3 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $6,556 |
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $1,448 |
NATIONAL FINANCIAL SERVICES4 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,904 | $55,446+82.0% | $155,574-35.1% | $74,429+35.6% |
| Participation rate | 53.8% | 61.9%-8.1pp | 78.2%-24.4pp | 67.2%-13.4pp |
| Annual return | 18.30% | 269.20%-250.9pp | 64.87%-46.6pp | 1368.38%-1350.1pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $6,983 | $2,836+146.2% | $5,629+24.0% | $4,348+60.6% |
| Admin fee / account holder | $61 | $1,743-96.5% | $15,914-99.6% | $1,944-96.9% |