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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS5+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $56,175 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $25,026 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $19,325 |
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 | $136,918 | $105,173+30.2% | $87,102+57.2% | $77,775+76.0% |
| Participation rate | 92.9% | 85.8%+7.1pp | 76.9%+16.1pp | 73.2%+19.7pp |
| Annual return | 42.84% | 24.52%+18.3pp | 28.19%+14.6pp | 32.58%+10.3pp |
| Employer contribution / active EE | $4,876 | $2,890+68.7% | $2,521+93.4% | $2,504+94.7% |
| Participant deferral / active EE | $6,024 | $5,048+19.3% | $4,048+48.8% | $3,966+51.9% |
| Admin fee / account holder | $37 | $105-64.5% | $7,493-99.5% | $100-62.9% |