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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 19 · EIN 20-4751585 100 NORTHFIELD DRIVE · WINDSOR, CT 060954730 | Securities Custodian | $71,292 |
BLUM SHAPIRO5+ years Filed as: BLUM, SHAPIRO & CO., P.C. Service code 10 · EIN 06-1009205 29 SOUTH MAIN ST., P.O. BOX 272000 · WEST HARTFORD, CT 061272000 | Accounting | $16,527 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $206,181 | $95,542+115.8% | $69,480+196.7% | $67,584+205.1% |
| Participation rate | 98.6% | 79.4%+19.2pp | 74.6%+24.0pp | 71.3%+27.3pp |
| Annual return | 17.24% | 17.67%-0.4pp | 28.99%-11.7pp | 378.59%-361.3pp |
| Employer contribution / active EE | $6,469 | $2,989+116.4% | $2,780+132.7% | $2,148+201.2% |
| Participant deferral / active EE | $6,868 | $3,263+110.5% | $3,537+94.2% | $3,540+94.0% |
| Admin fee / account holder | $89 | $90-0.6% | $3,840-97.7% | $142-37.2% |