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 ADVISORS6+ years Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 99 · EIN 20-4751585 | Other Fees | $41,509 |
Service code 99 · EIN 36-4001764 | Other Fees | $10,609 |
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 | $140,950 | $84,948+65.9% | $70,462+100.0% | $73,412+92.0% |
| Participation rate | 55.6% | 79.9%-24.4pp | 75.1%-19.5pp | 72.2%-16.6pp |
| Annual return | 13.29% | 13.39%-0.1pp | 109.08%-95.8pp | 59.30%-46.0pp |
| Employer contribution / active EE | $2,850 | $2,834+0.6% | $2,737+4.1% | $2,234+27.6% |
| Participant deferral / active EE | $3,656 | $3,387+8.0% | $3,710-1.4% | $3,806-3.9% |
| Admin fee / account holder | $58 | $98-40.5% | $3,845-98.5% | $158-63.0% |