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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC6+ years Filed as: EMPLOYEE FIDUCIARY LLC Service code 15 · EIN 61-1579239 250 STATE ST · MOBILE, AL 36603 | Recordkeeping | $14,939 |
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).
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 | $27,636 | $78,419-64.8% | $133,959-79.4% | $73,412-62.4% |
| Participation rate | 69.6% | 78.6%-9.0pp | 79.8%-10.2pp | 72.2%-2.6pp |
| Annual return | 30.37% | 33.35%-3.0pp | 45.09%-14.7pp | 59.30%-28.9pp |
| Employer contribution / active EE | $696 | $2,044-65.9% | $3,919-82.2% | $2,234-68.8% |
| Participant deferral / active EE | $2,153 | $3,925-45.2% | $5,047-57.3% | $3,806-43.4% |
| Admin fee / account holder | $51 | $161-68.5% | $8,928-99.4% | $158-67.8% |