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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 54-1953476 PO BOX 800 · LYNCHBURG, VA 245050800 | Accounting | $10,400 |
EMPLOYEE FIDUCIARY, LLC2+ years Filed as: EMPLOYEE FIDUCIARY LLC Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $8,791 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,471 | $63,924-55.5% | $108,582-73.8% | $55,167-48.4% |
| Participation rate | 47.5% | 74.3%-26.9pp | 79.6%-32.1pp | 69.0%-21.5pp |
| Annual return | 7.73% | 15.31%-7.6pp | -51.70%+59.4pp | 169.23%-161.5pp |
| Employer contribution / active EE | $4 | $1,879-99.8% | $3,758-99.9% | $1,963-99.8% |
| Participant deferral / active EE | $1,462 | $3,067-52.3% | $4,311-66.1% | $3,054-52.1% |
| Admin fee / account holder | $206 | $618-66.6% | $7,645-97.3% | $504-59.0% |