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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 99 · EIN 20-4751585 | Other Fees | $22,650 |
GRAY, GRAY & GRAY1 year Filed as: GRAY, GRAY & GRAY LLP Service code 99 · EIN 04-2088368 | Other Fees | $15,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $109,591 | $70,083+56.4% | $59,887+83.0% | $55,725+96.7% |
| Participation rate | 59.2% | 78.4%-19.2pp | 74.7%-15.5pp | 70.9%-11.7pp |
| Annual return | -3.67% | 3.13%-6.8pp | 3.46%-7.1pp | 244.93%-248.6pp |
| Employer contribution / active EE | $3,664 | $2,878+27.3% | $2,722+34.6% | $2,078+76.3% |
| Participant deferral / active EE | $3,928 | $3,079+27.6% | $3,402+15.5% | $3,356+17.1% |
| Admin fee / account holder | $62 | $70-12.3% | $3,591-98.3% | $115-46.5% |