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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC8+ years Filed as: EMPLOYEE FIDUCIARY Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $19,143 |
SUMMIT GROUP RETIREMENT PLANNERS8+ years Service code 27 · EIN 46-4198717 600 EAGLEVIEW BOULEVARD · EXTON, PA 19341 | Advisory (Plan) | $15,416 |
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.
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 | $30,765 | $61,391-49.9% | $149,723-79.5% | $71,529-57.0% |
| Participation rate | 68.4% | 62.5%+5.9pp | 78.8%-10.4pp | 67.9%+0.5pp |
| Annual return | 11.00% | 35.88%-24.9pp | 134.50%-123.5pp | 28.97%-18.0pp |
| Employer contribution / active EE | $8,264 | $2,384+246.7% | $4,821+71.4% | $2,590+219.1% |
| Participant deferral / active EE | $1,152 | $2,921-60.5% | $5,682-79.7% | $4,291-73.2% |
| Admin fee / account holder | $232 | $1,264-81.7% | $13,215-98.2% | $1,588-85.4% |