Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS4+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $53,760 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $12,745 |
Service code 15 | Recordkeeping | $0 |
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 | $108,495 | $78,852+37.6% | $76,768+41.3% | $75,289+44.1% |
| Participation rate | 95.9% | 85.0%+10.9pp | 77.0%+19.0pp | 72.4%+23.5pp |
| Annual return | -3.81% | -1.29%-2.5pp | 2.43%-6.2pp | -0.04%-3.8pp |
| Employer contribution / active EE | $5,028 | $2,794+79.9% | $2,485+102.3% | $2,405+109.1% |
| Participant deferral / active EE | $6,279 | $4,800+30.8% | $3,852+63.0% | $3,739+67.9% |
| Admin fee / account holder | $28 | $79-64.3% | $6,676-99.6% | $102-72.5% |