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 | $39,603 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $38,200 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $114,116 | $95,542+19.4% | $69,464+64.3% | $67,579+68.9% |
| Participation rate | 94.8% | 79.4%+15.5pp | 74.6%+20.2pp | 71.3%+23.5pp |
| Annual return | 16.56% | 17.67%-1.1pp | 28.98%-12.4pp | 378.56%-362.0pp |
| Employer contribution / active EE | $93 | $2,989-96.9% | $2,779-96.7% | $2,148-95.7% |
| Participant deferral / active EE | $4,438 | $3,263+36.0% | $3,536+25.5% | $3,539+25.4% |
| Admin fee / account holder | $82 | $90-8.7% | $3,840-97.9% | $142-42.4% |