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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC4+ years Filed as: EMPLOYEE FIDUCIARY LLC Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $11,054 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $30,133 | $66,302-54.6% | $110,241-72.7% | $56,287-46.5% |
| Participation rate | 38.3% | 74.9%-36.6pp | 79.8%-41.5pp | 69.9%-31.6pp |
| Annual return | -2.42% | -1.18%-1.2pp | 314.75%-317.2pp | -9.96%+7.5pp |
| Employer contribution / active EE | $581 | $2,047-71.6% | $3,827-84.8% | $2,111-72.5% |
| Participant deferral / active EE | $1,742 | $3,381-48.5% | $4,672-62.7% | $3,350-48.0% |
| Admin fee / account holder | $118 | $698-83.1% | $8,548-98.6% | $521-77.3% |