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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC7+ years Filed as: EMPLOYEE FIDUCIARY Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $18,171 |
SUMMIT GROUP RETIREMENT PLANNERS7+ years Service code 27 · EIN 46-4198717 600 EAGLEVIEW BOULEVARD · EXTON, PA 19341 | Advisory (Plan) | $13,865 |
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 | $27,274 | $65,125-58.1% | $143,797-81.0% | $66,949-59.3% |
| Participation rate | 80.2% | 65.2%+15.0pp | 80.3%-0.2pp | 69.8%+10.3pp |
| Annual return | -16.82% | -11.13%-5.7pp | -0.04%-16.8pp | 1.57%-18.4pp |
| Employer contribution / active EE | $8,690 | $2,362+267.8% | $4,952+75.5% | $2,545+241.4% |
| Participant deferral / active EE | $956 | $2,920-67.2% | $5,638-83.0% | $4,239-77.4% |
| Admin fee / account holder | $232 | $503-53.8% | $14,679-98.4% | $594-60.9% |