Filed March 16, 2020 (most recent of 5 filings on file)
Total covered: 18 employees
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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $43,801 |
INSERO & CO. CPAS, LLP1+ years Service code 10 · EIN 47-5324570 | Accounting | $15,445 |
Annual investment return 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 | $148,475 | $85,199+74.3% | $57,196+159.6% | $63,975+132.1% |
| Participation rate | 90.6% | 74.0%+16.6pp | 75.3%+15.3pp | 71.1%+19.5pp |
| Annual return | 0.99% | 10.43%-9.4pp | 14.59%-13.6pp | 48.65%-47.7pp |
| Employer contribution / active EE | $5,124 | $3,446+48.7% | $2,683+91.0% | $2,182+134.8% |
| Participant deferral / active EE | $5,929 | $3,109+90.7% | $3,096+91.5% | $3,356+76.6% |
| Admin fee / account holder | $21 | $39-45.5% | $3,141-99.3% | $70-70.1% |