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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS4+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $42,252 |
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 | $106,510 | $70,083+52.0% | $59,887+77.9% | $55,725+91.1% |
| Participation rate | 91.8% | 78.4%+13.4pp | 74.7%+17.1pp | 70.9%+20.9pp |
| Annual return | -3.03% | 3.13%-6.2pp | 3.46%-6.5pp | 244.93%-248.0pp |
| Employer contribution / active EE | $4,489 | $2,878+55.9% | $2,722+64.9% | $2,078+116.0% |
| Participant deferral / active EE | $2,604 | $3,079-15.4% | $3,402-23.5% | $3,356-22.4% |
| Admin fee / account holder | $40 | $70-43.1% | $3,591-98.9% | $115-65.3% |