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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $6,589 |
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 | $80,252 | $52,467+53.0% | $57,196+40.3% | $55,167+45.5% |
| Participation rate | 96.7% | 75.8%+20.9pp | 75.3%+21.4pp | 69.0%+27.7pp |
| Annual return | 5.90% | 7.72%-1.8pp | 14.59%-8.7pp | 169.23%-163.3pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,683-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,290 | $2,830-19.1% | $3,096-26.0% | $3,054-25.0% |
| Admin fee / account holder | $33 | $269-87.7% | $3,141-98.9% | $504-93.5% |