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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $18,963 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$23,697 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $494,074 | $89,652+451.1% | $141,191+249.9% | $65,185+658.0% |
| Participation rate | 97.2% | 74.7%+22.5pp | 82.5%+14.7pp | 70.2%+27.0pp |
| Annual return | 21.75% | 32.79%-11.0pp | 71.41%-49.7pp | 29.38%-7.6pp |
| Employer contribution / active EE | $12,221 | $3,065+298.8% | $4,736+158.0% | $2,177+461.4% |
| Participant deferral / active EE | $11,072 | $5,691+94.5% | $6,710+65.0% | $3,514+215.1% |
| Admin fee / account holder | $5 | $569-99.1% | $10,264-100.0% | $847-99.4% |