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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC1+ years Filed as: EMPLOYEE FIDUCIARY Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $8,391 |
SUMMIT GROUP RETIREMENT PLANNERS1+ years Service code 27 · EIN 46-4198717 600 EAGLEVIEW BOULEVARD · EXTON, PA 19341 | Advisory (Plan) | $5,106 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,775 | $77,638-81.0% | $156,551-90.6% | $62,881-76.5% |
| Participation rate | 95.0% | 71.2%+23.8pp | 84.0%+11.0pp | 69.3%+25.7pp |
| Annual return | 1.41% | 50.33%-48.9pp | 32.23%-30.8pp | 20.14%-18.7pp |
| Employer contribution / active EE | $485 | $3,444-85.9% | $5,501-91.2% | $2,281-78.7% |
| Participant deferral / active EE | $824 | $3,046-72.9% | $4,871-83.1% | $3,203-74.3% |
| Admin fee / account holder | $194 | $5,561-96.5% | $13,028-98.5% | $4,296-95.5% |