Filed June 5, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS2+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $55,202 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $475 |
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 | $131,814 | $85,199+54.7% | $57,196+130.5% | $63,975+106.0% |
| Participation rate | 78.3% | 74.0%+4.3pp | 75.3%+3.0pp | 71.1%+7.2pp |
| Annual return | 7.23% | 10.43%-3.2pp | 14.59%-7.4pp | 48.65%-41.4pp |
| Employer contribution / active EE | $4,837 | $3,446+40.3% | $2,683+80.3% | $2,182+121.7% |
| Participant deferral / active EE | $3,832 | $3,109+23.3% | $3,096+23.8% | $3,356+14.2% |
| Admin fee / account holder | $19 | $39-51.0% | $3,141-99.4% | $70-73.1% |