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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS3+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $39,211 |
INSERO & CO. CPAS, LLP1 year Filed as: INSERO & COMPANY Service code 10 · EIN 47-5324570 | Accounting | $8,800 |
Participant contribution per participant 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 | $97,810 | $74,552+31.2% | $63,018+55.2% | $69,634+40.5% |
| Participation rate | 98.7% | 78.3%+20.4pp | 74.8%+23.9pp | 70.7%+28.0pp |
| Annual return | 14.64% | 15.77%-1.1pp | 87.63%-73.0pp | 27572.26%-27557.6pp |
| Employer contribution / active EE | $6,189 | $2,929+111.3% | $2,761+124.2% | $2,032+204.5% |
| Participant deferral / active EE | $2 | $2,974-99.9% | $3,330-99.9% | $3,224-99.9% |
| Admin fee / account holder | $31 | $59-48.3% | $3,601-99.1% | $110-72.2% |