Filed October 22, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $36,591 |
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 | $152,903 | $67,166+127.7% | $57,357+166.6% | $55,191+177.0% |
| Participation rate | 98.0% | 77.7%+20.3pp | 75.1%+22.9pp | 69.2%+28.9pp |
| Annual return | 1.69% | 4.22%-2.5pp | 24.41%-22.7pp | 10.78%-9.1pp |
| Employer contribution / active EE | $6,517 | $2,812+131.8% | $2,689+142.4% | $1,899+243.2% |
| Participant deferral / active EE | $4,812 | $2,835+69.8% | $3,162+52.2% | $3,046+58.0% |
| Admin fee / account holder | $26 | $44-41.4% | $3,357-99.2% | $91-71.9% |