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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS2+ years Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $8,216 |
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 | $84,705 | $57,976+46.1% | $63,005+34.4% | $62,293+36.0% |
| Participation rate | 97.1% | 75.9%+21.2pp | 74.8%+22.3pp | 69.5%+27.6pp |
| Annual return | 9.63% | 17.54%-7.9pp | 87.59%-78.0pp | 28.90%-19.3pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,760-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,393 | $2,956-19.0% | $3,329-28.1% | $3,169-24.5% |
| Admin fee / account holder | $41 | $276-85.3% | $3,599-98.9% | $479-91.5% |