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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $54,000 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $14,920 |
Filed as: FIDELITY INVS INST. OPS CO., INC. Service code 50 · EIN 04-2647786 | Direct Payment | $265 |
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 | $149,229 | $95,542+56.2% | $69,483+114.8% | $67,582+120.8% |
| Participation rate | 90.1% | 79.4%+10.7pp | 74.6%+15.5pp | 71.3%+18.8pp |
| Annual return | 16.58% | 17.67%-1.1pp | 28.99%-12.4pp | 378.57%-362.0pp |
| Employer contribution / active EE | $3,495 | $2,989+16.9% | $2,780+25.7% | $2,148+62.7% |
| Participant deferral / active EE | $3,398 | $3,263+4.2% | $3,537-3.9% | $3,539-4.0% |
| Admin fee / account holder | $53 | $90-40.8% | $3,841-98.6% | $142-62.7% |