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 ADVISORS3+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $11,905 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $625 |
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 | $71,225 | $69,305+2.8% | $82,312-13.5% | $69,631+2.3% |
| Participation rate | 96.0% | 80.3%+15.8pp | 76.9%+19.1pp | 70.7%+25.4pp |
| Annual return | 7.99% | 21.47%-13.5pp | 25.88%-17.9pp | 27571.02%-27563.0pp |
| Employer contribution / active EE | $871 | $1,887-53.8% | $2,428-64.1% | $2,032-57.1% |
| Participant deferral / active EE | $1,876 | $3,568-47.4% | $3,706-49.4% | $3,224-41.8% |
| Admin fee / account holder | $32 | $97-67.5% | $5,608-99.4% | $110-71.4% |