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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC1+ years Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $4,541 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $8,097 | $55,182-85.3% | $73,309-89.0% | $55,191-85.3% |
| Participation rate | 68.6% | 73.9%-5.4pp | 74.9%-6.3pp | 69.2%-0.6pp |
| Annual return | 5.46% | 8.55%-3.1pp | 5.67%-0.2pp | 10.78%-5.3pp |
| Employer contribution / active EE | $0 | $1,935-100.0% | $3,237-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $3,241 | $4,641-30.2% | $4,991-35.1% | $3,046+6.4% |
| Admin fee / account holder | $5 | $68-92.5% | $5,635-99.9% | $91-94.4% |