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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS4+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $40,335 |
INSERO & CO. CPAS, LLP2 years Filed as: INSERO & COMPANY Service code 10 · EIN 47-5324570 | Accounting | $9,900 |
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 | $89,667 | $70,083+27.9% | $59,899+49.7% | $55,727+60.9% |
| Participation rate | 98.1% | 78.4%+19.7pp | 74.7%+23.4pp | 70.9%+27.2pp |
| Annual return | -3.42% | 3.13%-6.6pp | 3.46%-6.9pp | 244.94%-248.4pp |
| Employer contribution / active EE | $6,142 | $2,878+113.4% | $2,723+125.6% | $2,078+195.5% |
| Participant deferral / active EE | $2 | $3,079-99.9% | $3,403-99.9% | $3,356-99.9% |
| Admin fee / account holder | $33 | $70-53.1% | $3,592-99.1% | $115-71.3% |