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 16 · EIN 20-4751585 | Consulting | $37,500 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $4,786 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $1,176 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $169,960 | $55,453+206.5% | $170,435-0.3% | $62,293+172.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.24% | 21.38%-9.1pp | 205.94%-193.7pp | 28.90%-16.7pp |
| Employer contribution / active EE | $7,292 | $2,164+237.0% | $5,432+34.2% | $2,042+257.1% |
| Participant deferral / active EE | $6,447 | $2,303+180.0% | $4,939+30.5% | $3,169+103.4% |
| Admin fee / account holder | $165 | $455-63.7% | $13,881-98.8% | $479-65.5% |