Filed February 9, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS4+ years Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 99 · EIN 20-4751585 | Other Fees | $36,084 |
STOWE & DEGON, LLC1 year Service code 99 · EIN 04-3379904 | Other Fees | $14,700 |
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 | $114,609 | $70,083+63.5% | $59,887+91.4% | $55,725+105.7% |
| Participation rate | 56.6% | 78.4%-21.8pp | 74.7%-18.1pp | 70.9%-14.3pp |
| Annual return | -3.44% | 3.13%-6.6pp | 3.46%-6.9pp | 244.93%-248.4pp |
| Employer contribution / active EE | $3,291 | $2,878+14.3% | $2,722+20.9% | $2,078+58.3% |
| Participant deferral / active EE | $3,475 | $3,079+12.9% | $3,402+2.2% | $3,356+3.6% |
| Admin fee / account holder | $74 | $70+5.5% | $3,591-97.9% | $115-35.6% |