Filed February 9, 2023 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS2+ years Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 99 · EIN 20-4751585 | Other Fees | $10,879 |
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 | $108,704 | $68,408+58.9% | $57,196+90.1% | $57,658+88.5% |
| Participation rate | 62.6% | 79.1%-16.5pp | 75.3%-12.7pp | 70.2%-7.6pp |
| Annual return | 8.96% | 8.51%+0.5pp | 14.59%-5.6pp | 5.13%+3.8pp |
| Employer contribution / active EE | $3,408 | $2,869+18.8% | $2,683+27.0% | $1,974+72.7% |
| Participant deferral / active EE | $3,576 | $2,903+23.2% | $3,096+15.5% | $3,061+16.8% |
| Admin fee / account holder | $12 | $70-82.8% | $3,141-99.6% | $95-87.4% |