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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 27 · EIN 20-4751585 100 NORTHFIELD DR · WINDSOR, CT 06095 | Advisory (Plan) | $28,899 |
MARKS PANETH LLP3+ years Service code 10 · EIN 11-3518842 685 3RD AVE · NEW YORK, NY 10017 | Accounting | $11,000 |
VENABLE LLP1 year Service code 27 · EIN 52-0517250 750 E PRATT ST STE 900 · BALTIMORE, MD 21202 | Advisory (Plan) | $5,310 |
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 | $285,898 | $57,976+393.1% | $63,003+353.8% | $62,293+359.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 13.67% | 17.54%-3.9pp | 87.59%-73.9pp | 28.90%-15.2pp |
| Employer contribution / active EE | $5,338 | $2,415+121.1% | $2,760+93.4% | $2,042+161.4% |
| Participant deferral / active EE | $9,629 | $2,956+225.8% | $3,329+189.2% | $3,169+203.8% |
| Admin fee / account holder | $97 | $276-64.8% | $3,600-97.3% | $479-79.8% |