Filed April 15, 2021
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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY INVEST. ADVISORS LLC Service code 99 · EIN 20-4751585 | Other Fees | $28,315 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,797 | $112,772+12.4% | $57,343+121.1% | $59,188+114.2% |
| Participation rate | 45.1% | 71.3%-26.2pp | 75.1%-30.0pp | 69.4%-24.3pp |
| Annual return | 1.98% | 0.85%+1.1pp | 24.39%-22.4pp | 5.51%-3.5pp |
| Employer contribution / active EE | $2,305 | $3,400-32.2% | $2,689-14.3% | $2,098+9.9% |
| Participant deferral / active EE | $2,271 | $3,010-24.5% | $3,162-28.2% | $3,265-30.4% |
| Admin fee / account holder | $24 | $144-83.3% | $3,356-99.3% | $92-73.9% |