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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY ASSOCIATES, LLC Service code 27 DBA ARCIS WEALTH MANAGEMENT, LLC · CHICAGO, IL 60657 | Advisory (Plan) | $14,488 |
NATIONWIDE1+ years Service code 12 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment management fees paid direc... | $11,375 |
PENSION ASSURANCE LLP1+ years Filed as: THE PENSION SPECIALISTS Service code 13 · EIN 36-3592542 10501 NORTH 2ND STREET · MACHESNEY PARK, IL 611151455 | Contract Administrator | $10,449 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,583 | $88,324-83.5% | $115,038-87.3% | $55,191-73.6% |
| Participation rate | 60.9% | 72.5%-11.7pp | 81.4%-20.5pp | 69.2%-8.3pp |
| Annual return | -2.84% | 6.30%-9.1pp | 26.14%-29.0pp | 10.78%-13.6pp |
| Employer contribution / active EE | $1,052 | $2,805-62.5% | $4,608-77.2% | $1,899-44.6% |
| Participant deferral / active EE | $1,964 | $5,042-61.0% | $6,026-67.4% | $3,046-35.5% |
| Admin fee / account holder | $113 | $105+7.1% | $8,175-98.6% | $91+24.4% |