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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $6,382 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $288 |
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 | $52,584 | $67,166-21.7% | $57,357-8.3% | $55,191-4.7% |
| Participation rate | 96.0% | 77.7%+18.3pp | 75.1%+20.9pp | 69.2%+26.9pp |
| Annual return | 1.17% | 4.22%-3.1pp | 24.41%-23.2pp | 10.78%-9.6pp |
| Employer contribution / active EE | $0 | $2,812-100.0% | $2,689-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $4,880 | $2,835+72.1% | $3,162+54.3% | $3,046+60.2% |
| Admin fee / account holder | $7 | $44-82.8% | $3,357-99.8% | $91-91.7% |