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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 99 | Other Fees | $20,534 |
AETNA LIFE INSURANCE COMPANY4+ years Service code 28 · EIN 06-6033492 | Investment Management | $14,273 |
FIDUCIARY INVESTMENT ADVISORS4+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 99 · EIN 20-4751585 | Other Fees | $0 |
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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 | $0 | $5,937-100.0% | $280,855-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 21.6%-21.6pp | 14.6%-14.6pp |
| Annual return | -5.72% | -3.90%-1.8pp | -0.70%-5.0pp | 10.56%-16.3pp |
| Employer contribution / active EE | $6,338 | $19,150-66.9% | $28,903-78.1% | $13,643-53.5% |
| Participant deferral / active EE | $0 | $169-100.0% | $148-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $1,852-100.0% | $3,354-100.0% |