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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDUCIARY CAPITAL MANAGEMENT Service code 51 · EIN 06-1187459 1062 BARNES ROAD SUITE 202 · WALLINGFORD, CT 064920080 | Investment Mgmt Fees | $222,716 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $496,847-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 92.6%-92.6pp | - |
| Annual return | 1.72% | 9.97%-8.3pp | 20.30%-18.6pp | 9.97%-8.3pp |
| Employer contribution / active EE | $0 | $9,484-100.0% | $18,413-100.0% | $9,484-100.0% |
| Participant deferral / active EE | $2,054 | $2,0540% | $5,587-63.2% | $2,0540% |
| Admin fee / account holder | $0 | $0 | $12,651-100.0% | - |