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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $25,750 |
Service code 13 · EIN 04-1590850 | Contract Administrator | $16,751 |
DRINKER BIDDLE & REATH LLP3+ years Filed as: DRINKER BIDDLE AND REATH Service code 29 · EIN 23-1423090 | Legal | $11,394 |
UHY LLP1 year Filed as: UHY Service code 10 · EIN 20-0694403 | Accounting | $8,900 |
FIA1 year Service code 27 · EIN 20-4751585 | Advisory (Plan) | $1,255 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 13-2949519 | Indirect Investment Fees | $0 |
Filed as: CARILLON FUNDS Service code 52 · EIN 59-2385219 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $46,757-100.0% | $1,867,444-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.3%-11.3pp | 11.3%-11.3pp |
| Annual return | 16.56% | 19.05%-2.5pp | 9.84%+6.7pp | 10.41%+6.1pp |
| Employer contribution / active EE | $15,360 | $19,967-23.1% | $50,102-69.3% | $14,691+4.6% |
| Participant deferral / active EE | $0 | $0 | $612-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $18,647-100.0% | $2,646-100.0% |