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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS2+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $11,285 |
INSERO & CO. CPAS, LLP1 year Service code 10 · EIN 47-5324570 | Accounting | $9,075 |
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 | $56,683 | $68,408-17.1% | $57,196-0.9% | $57,661-1.7% |
| Participation rate | 97.2% | 79.1%+18.0pp | 75.3%+21.9pp | 70.2%+27.0pp |
| Annual return | 11.05% | 8.51%+2.5pp | 14.59%-3.5pp | 5.13%+5.9pp |
| Employer contribution / active EE | $0 | $2,869-100.0% | $2,683-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $5,051 | $2,903+74.0% | $3,096+63.1% | $3,061+65.0% |
| Admin fee / account holder | $22 | $70-69.0% | $3,141-99.3% | $95-77.1% |