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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS4+ years Filed as: FIDUCIARY ADVISORS Service code 27 12813 FLUSHING MEADOWS DRIVE · ST. LOUIS, MO 63131 | Advisory (Plan) | $11,297 |
Service code 12 · EIN 48-1205033 | Recordkeeping fees; Sub-transfer agen... | $3,320 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $149,333-100.0% | $106,387-100.0% | $135,380-100.0% |
| Participation rate | 0.0% | 81.5%-81.5pp | 77.5%-77.5pp | 82.6%-82.6pp |
| Annual return | -96.91% | 0.52%-97.4pp | 0.25%-97.2pp | 519.81%-616.7pp |
| Employer contribution / active EE | $0 | $4,984-100.0% | $3,520-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $7,230-100.0% | $5,421-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $15,952-100.0% | $7,510-100.0% | $10,828-100.0% |