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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $99,993 |
FIDUCIARY INVESTMENT ADVISORS3+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 16 · EIN 20-4751585 | Consulting | $43,949 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $113,065 | $155,795-27.4% | $136,298-17.0% | $69,631+62.4% |
| Participation rate | 94.6% | 75.2%+19.4pp | 81.9%+12.7pp | 70.7%+24.0pp |
| Annual return | 16.02% | 232464.33%-232448.3pp | 5156.27%-5140.2pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $1,916 | $2,991-35.9% | $4,696-59.2% | $2,032-5.7% |
| Participant deferral / active EE | $6,696 | $5,394+24.1% | $6,247+7.2% | $3,224+107.7% |
| Admin fee / account holder | $342 | $128+166.9% | $9,244-96.3% | $110+209.9% |