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 | $42,568 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $14,590 |
Filed as: FIDELITY INVS INST. OPS CO., INC. Service code 50 · EIN 04-2647786 | Direct Payment | $240 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $135,414 | $70,083+93.2% | $59,899+126.1% | $55,725+143.0% |
| Participation rate | 91.9% | 78.4%+13.5pp | 74.7%+17.2pp | 70.9%+21.0pp |
| Annual return | -2.49% | 3.13%-5.6pp | 3.46%-6.0pp | 244.93%-247.4pp |
| Employer contribution / active EE | $3,192 | $2,878+10.9% | $2,723+17.2% | $2,078+53.6% |
| Participant deferral / active EE | $3,434 | $3,079+11.5% | $3,402+0.9% | $3,356+2.3% |
| Admin fee / account holder | $45 | $70-36.4% | $3,592-98.8% | $115-61.2% |