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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS3+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $31,832 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $16,173 |
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 | $114,237 | $74,552+53.2% | $63,018+81.3% | $69,631+64.1% |
| Participation rate | 98.6% | 78.3%+20.4pp | 74.8%+23.8pp | 70.7%+27.9pp |
| Annual return | 13.72% | 15.77%-2.1pp | 87.62%-73.9pp | 27571.02%-27557.3pp |
| Employer contribution / active EE | $4,771 | $2,929+62.9% | $2,761+72.8% | $2,032+134.8% |
| Participant deferral / active EE | $2,766 | $2,974-7.0% | $3,330-16.9% | $3,224-14.2% |
| Admin fee / account holder | $49 | $59-17.6% | $3,601-98.6% | $110-55.7% |