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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC10+ years Filed as: EMPLOYEE FIDUCIARY Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $23,176 |
SUMMIT GROUP RETIREMENT PLANNERS10+ years Service code 27 · EIN 46-4198717 600 EAGLEVIEW BOULEVARD · EXTON, PA 19341 | Advisory (Plan) | $19,030 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,247 | $45,343-11.2% | $150,298-73.2% | $67,986-40.8% |
| Participation rate | 62.4% | 51.9%+10.5pp | 77.8%-15.4pp | 57.2%+5.2pp |
| Annual return | 11.33% | 33.28%-21.9pp | 62.79%-51.5pp | 31.67%-20.3pp |
| Employer contribution / active EE | $1,195 | $1,462-18.2% | $4,154-71.2% | $2,019-40.8% |
| Participant deferral / active EE | $1,402 | $2,055-31.8% | $5,453-74.3% | $3,358-58.3% |
| Admin fee / account holder | $267 | $2,250-88.1% | $14,116-98.1% | $3,203-91.7% |