Filed September 12, 2018 (most recent of 5 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $51,882 |
Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $12,077 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $83,490 | $80,005+4.4% | $140,019-40.4% | $55,727+49.8% |
| Participation rate | 93.0% | 87.0%+6.0pp | 87.5%+5.5pp | 70.9%+22.1pp |
| Annual return | -0.97% | 0.46%-1.4pp | 651.19%-652.2pp | 244.94%-245.9pp |
| Employer contribution / active EE | $2,335 | $3,403-31.4% | $5,605-58.3% | $2,078+12.3% |
| Participant deferral / active EE | $2,160 | $5,264-59.0% | $6,927-68.8% | $3,356-35.6% |
| Admin fee / account holder | $113 | $116-2.6% | $10,705-98.9% | $115-2.2% |