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 ADVISORS5+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $39,178 |
STOWE & DEGON, LLC5+ years Service code 10 · EIN 04-3379904 | Accounting | $14,250 |
TIAA5+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $4,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $494 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $187,555 | $95,542+96.3% | $69,480+169.9% | $67,584+177.5% |
| Participation rate | 94.8% | 79.4%+15.4pp | 74.6%+20.2pp | 71.3%+23.5pp |
| Annual return | 17.30% | 17.67%-0.4pp | 28.99%-11.7pp | 378.59%-361.3pp |
| Employer contribution / active EE | $5,855 | $2,989+95.9% | $2,780+110.6% | $2,148+172.6% |
| Participant deferral / active EE | $5,954 | $3,263+82.5% | $3,537+68.3% | $3,540+68.2% |
| Admin fee / account holder | $36 | $90-59.5% | $3,840-99.1% | $142-74.5% |