Filed April 15, 2021
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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS2+ years Filed as: FIDUCIARY INVEST. ADVISORS LLC Service code 99 · EIN 20-4751585 | Other Fees | $50,803 |
Filed as: THE ANGELL PENSION GROUP,INC. Service code 99 · EIN 04-2530412 | Other Fees | $16,977 |
BLUM SHAPIRO1 year Filed as: BLUM SHAPIRO & CO P.C. Service code 99 · EIN 06-1009205 | Other Fees | $11,674 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $125,959 | $85,199+47.8% | $57,196+120.2% | $63,975+96.9% |
| Participation rate | 46.0% | 74.0%-28.0pp | 75.3%-29.3pp | 71.1%-25.1pp |
| Annual return | 6.42% | 10.43%-4.0pp | 14.59%-8.2pp | 48.65%-42.2pp |
| Employer contribution / active EE | $2,271 | $3,446-34.1% | $2,683-15.3% | $2,182+4.1% |
| Participant deferral / active EE | $2,082 | $3,109-33.0% | $3,096-32.8% | $3,356-38.0% |
| Admin fee / account holder | $56 | $39+44.1% | $3,141-98.2% | $70-21.0% |