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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS5+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $41,127 |
BAKER TILLY US, LLP4 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $24,000 |
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 | $119,014 | $95,542+24.6% | $69,464+71.3% | $67,579+76.1% |
| Participation rate | 92.7% | 79.4%+13.3pp | 74.6%+18.1pp | 71.3%+21.4pp |
| Annual return | 16.55% | 17.67%-1.1pp | 28.98%-12.4pp | 378.56%-362.0pp |
| Employer contribution / active EE | $4,525 | $2,989+51.4% | $2,779+62.8% | $2,148+110.7% |
| Participant deferral / active EE | $2,627 | $3,263-19.5% | $3,536-25.7% | $3,539-25.8% |
| Admin fee / account holder | $63 | $90-30.4% | $3,840-98.4% | $142-56.1% |