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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS4+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $12,262 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $775 |
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 | $69,046 | $65,118+6.0% | $76,767-10.1% | $55,725+23.9% |
| Participation rate | 89.5% | 79.6%+9.8pp | 77.0%+12.5pp | 70.9%+18.6pp |
| Annual return | -1.28% | -1.27%0pp | 2.43%-3.7pp | 244.93%-246.2pp |
| Employer contribution / active EE | $867 | $1,941-55.3% | $2,485-65.1% | $2,078-58.3% |
| Participant deferral / active EE | $1,924 | $3,688-47.8% | $3,852-50.1% | $3,356-42.7% |
| Admin fee / account holder | $36 | $116-69.2% | $6,675-99.5% | $115-69.0% |