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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS3+ years Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $9,892 |
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 | $85,293 | $55,002+55.1% | $59,883+42.4% | $56,287+51.5% |
| Participation rate | 94.6% | 75.9%+18.7pp | 74.7%+19.9pp | 69.9%+24.7pp |
| Annual return | 8.86% | 1.13%+7.7pp | 3.46%+5.4pp | -9.96%+18.8pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,722-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,518 | $3,121-19.3% | $3,402-26.0% | $3,350-24.8% |
| Admin fee / account holder | $46 | $236-80.6% | $3,591-98.7% | $521-91.2% |