Filed February 9, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 99 · EIN 20-4751585 | Other Fees | $46,982 |
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 | $104,090 | $67,166+55.0% | $57,356+81.5% | $55,191+88.6% |
| Participation rate | 64.3% | 77.7%-13.4pp | 75.1%-10.8pp | 69.2%-4.9pp |
| Annual return | 3.12% | 4.22%-1.1pp | 24.41%-21.3pp | 10.78%-7.7pp |
| Employer contribution / active EE | $3,293 | $2,812+17.1% | $2,689+22.5% | $1,899+73.4% |
| Participant deferral / active EE | $3,353 | $2,835+18.3% | $3,162+6.0% | $3,046+10.1% |
| Admin fee / account holder | $51 | $44+16.1% | $3,357-98.5% | $91-44.3% |