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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $58,913 |
RBT CPAS, LLP1 year Service code 10 · EIN 14-1604297 | Accounting | $12,816 |
NIXON PEABODY LLP2 years Service code 29 · EIN 16-0764720 | Legal | $5,240 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,331 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $155,644 | $87,173+78.5% | $59,899+159.8% | $75,289+106.7% |
| Participation rate | 53.6% | 74.5%-20.8pp | 74.7%-21.1pp | 72.4%-18.8pp |
| Annual return | -2.77% | -2.14%-0.6pp | 3.46%-6.2pp | -0.04%-2.7pp |
| Employer contribution / active EE | $4,362 | $3,473+25.6% | $2,723+60.2% | $2,405+81.4% |
| Participant deferral / active EE | $3,761 | $3,379+11.3% | $3,403+10.5% | $3,739+0.6% |
| Admin fee / account holder | $32 | $75-57.0% | $3,592-99.1% | $102-68.6% |