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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 | $28,879 |
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 | $100,541 | $67,166+49.7% | $57,356+75.3% | $55,191+82.2% |
| Participation rate | 99.2% | 77.7%+21.4pp | 75.1%+24.1pp | 69.2%+30.0pp |
| Annual return | 2.50% | 4.22%-1.7pp | 24.41%-21.9pp | 10.78%-8.3pp |
| Employer contribution / active EE | $4,753 | $2,812+69.0% | $2,689+76.8% | $1,899+150.3% |
| Participant deferral / active EE | $2,750 | $2,835-3.0% | $3,162-13.0% | $3,046-9.7% |
| Admin fee / account holder | $31 | $44-28.7% | $3,357-99.1% | $91-65.8% |