Filed July 26, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $46,355 |
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 | $91,446 | $74,552+22.7% | $63,018+45.1% | $69,631+31.3% |
| Participation rate | 97.3% | 78.3%+19.0pp | 74.8%+22.5pp | 70.7%+26.6pp |
| Annual return | 14.05% | 15.77%-1.7pp | 87.62%-73.6pp | 27571.02%-27557.0pp |
| Employer contribution / active EE | $1,278 | $2,929-56.4% | $2,761-53.7% | $2,032-37.1% |
| Participant deferral / active EE | $2,495 | $2,974-16.1% | $3,330-25.1% | $3,224-22.6% |
| Admin fee / account holder | $47 | $59-20.2% | $3,601-98.7% | $110-57.1% |