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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS6+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $31,344 |
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 | $133,492 | $84,948+57.1% | $70,476+89.4% | $73,412+81.8% |
| Participation rate | 98.1% | 79.9%+18.1pp | 75.1%+23.0pp | 72.2%+25.9pp |
| Annual return | 13.10% | 13.39%-0.3pp | 109.12%-96.0pp | 59.30%-46.2pp |
| Employer contribution / active EE | $3,252 | $2,834+14.7% | $2,738+18.8% | $2,234+45.6% |
| Participant deferral / active EE | $2,667 | $3,387-21.3% | $3,710-28.1% | $3,806-29.9% |
| Admin fee / account holder | $30 | $98-69.6% | $3,847-99.2% | $158-81.1% |