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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 99 | Other Fees | $21,175 |
AETNA LIFE INSURANCE COMPANY5+ years Service code 28 · EIN 06-6033492 | Investment Management | $14,329 |
FIDUCIARY INVESTMENT ADVISORS5+ 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 | $13,319-100.0% | $94,563-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 17.9%-17.9pp | 13.0%-13.0pp |
| Annual return | 14.34% | 13.52%+0.8pp | 16.32%-2.0pp | 13.59%+0.8pp |
| Employer contribution / active EE | $9,618 | $21,708-55.7% | $31,806-69.8% | $14,592-34.1% |
| Participant deferral / active EE | $0 | $0 | $211-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | $0 | $29,657-100.0% |