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 ADVISORS2+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $11,559 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $725 |
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 | $68,366 | $63,905+7.0% | $74,184-7.8% | $57,658+18.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 4.45% | 60.60%-56.2pp | 17.74%-13.3pp | 5.13%-0.7pp |
| Employer contribution / active EE | $797 | $1,840-56.7% | $2,370-66.4% | $1,974-59.6% |
| Participant deferral / active EE | $1,664 | $3,448-51.7% | $3,550-53.1% | $3,061-45.6% |
| Admin fee / account holder | $32 | $91-65.1% | $5,586-99.4% | $95-66.4% |