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 ADVISORS2+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $74,755 |
INSERO & CO. CPAS, LLP2+ years Service code 10 · EIN 47-5324570 | Accounting | $16,540 |
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 | $159,688 | $92,091+73.4% | $63,018+153.4% | $77,958+104.8% |
| Participation rate | 92.5% | 74.5%+18.1pp | 74.8%+17.7pp | 71.6%+20.9pp |
| Annual return | 11.04% | 16.23%-5.2pp | 87.63%-76.6pp | 20.87%-9.8pp |
| Employer contribution / active EE | $5,364 | $3,424+56.7% | $2,761+94.3% | $2,310+132.2% |
| Participant deferral / active EE | $6,142 | $3,361+82.7% | $3,330+84.5% | $3,537+73.7% |
| Admin fee / account holder | $32 | $48-33.8% | $3,601-99.1% | $97-67.4% |