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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC10+ years Filed as: EMPLOYEE FIDUCIARY LLC Service code 15 · EIN 61-1579239 250 STATE ST · MOBILE, AL 36603 | Recordkeeping | $30,342 |
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).
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 | $29,926 | $89,465-66.5% | $165,071-81.9% | $77,736-61.5% |
| Participation rate | 68.3% | 78.6%-10.4pp | 78.6%-10.4pp | 70.6%-2.3pp |
| Annual return | 14.28% | 28.86%-14.6pp | 70.17%-55.9pp | 31.26%-17.0pp |
| Employer contribution / active EE | $949 | $2,565-63.0% | $4,347-78.2% | $2,728-65.2% |
| Participant deferral / active EE | $2,944 | $4,904-40.0% | $6,035-51.2% | $4,651-36.7% |
| Admin fee / account holder | $59 | $340-82.5% | $12,695-99.5% | $433-86.3% |