Filed February 9, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS5+ years Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 99 · EIN 20-4751585 | Other Fees | $40,300 |
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 | $128,179 | $95,542+34.2% | $69,461+84.5% | $67,579+89.7% |
| Participation rate | 53.2% | 79.4%-26.2pp | 74.6%-21.4pp | 71.3%-18.1pp |
| Annual return | 17.11% | 17.67%-0.6pp | 28.97%-11.9pp | 378.56%-361.5pp |
| Employer contribution / active EE | $3,036 | $2,989+1.6% | $2,779+9.2% | $2,148+41.4% |
| Participant deferral / active EE | $3,388 | $3,263+3.9% | $3,536-4.2% | $3,539-4.3% |
| Admin fee / account holder | $44 | $90-51.2% | $3,840-98.9% | $142-69.2% |