Filed July 26, 2018
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 |
|---|---|---|
Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $37,879 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $4,380 |
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 | $105,475 | $70,083+50.5% | $59,887+76.1% | $55,725+89.3% |
| Participation rate | 95.4% | 78.4%+17.1pp | 74.7%+20.7pp | 70.9%+24.6pp |
| Annual return | 18.76% | 3.13%+15.6pp | 3.46%+15.3pp | 244.93%-226.2pp |
| Employer contribution / active EE | $0 | $2,878-100.0% | $2,722-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,529 | $3,079-17.8% | $3,402-25.7% | $3,356-24.6% |
| Admin fee / account holder | $44 | $70-36.8% | $3,591-98.8% | $115-61.4% |