Filed February 9, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS3+ years Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 99 · EIN 20-4751585 | Other Fees | $31,895 |
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 | $123,843 | $74,552+66.1% | $63,018+96.5% | $69,631+77.9% |
| Participation rate | 62.1% | 78.3%-16.2pp | 74.8%-12.7pp | 70.7%-8.6pp |
| Annual return | 15.09% | 15.77%-0.7pp | 87.62%-72.5pp | 27571.02%-27555.9pp |
| Employer contribution / active EE | $3,564 | $2,929+21.7% | $2,761+29.1% | $2,032+75.4% |
| Participant deferral / active EE | $3,667 | $2,974+23.3% | $3,330+10.1% | $3,224+13.7% |
| Admin fee / account holder | $34 | $59-42.1% | $3,601-99.0% | $110-68.8% |