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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 99 | Other Fees | $22,754 |
AETNA LIFE INSURANCE COMPANY6+ years Service code 28 · EIN 06-6033492 | Investment Management | $14,944 |
FIDUCIARY INVESTMENT ADVISORS6+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 99 · EIN 20-4751585 | Other Fees | $0 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $20,848-100.0% | $353,945-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 20.8%-20.8pp | 13.5%-13.5pp |
| Annual return | 10.46% | 12.26%-1.8pp | 10.57%-0.1pp | 9.29%+1.2pp |
| Employer contribution / active EE | $8,676 | $20,182-57.0% | $29,483-70.6% | $15,168-42.8% |
| Participant deferral / active EE | $0 | $23-100.0% | $150-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $81-100.0% | $2,009-100.0% | $2,037-100.0% |