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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC1+ years Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $6,000 |
EMPLOYEE FIDUCIARY, LLC1+ years Filed as: EMPLOYEE FIDUCIARY LLC Service code 15 | Recordkeeping | $2,985 |
Participant 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $13,703 | $68,413-80.0% | $123,106-88.9% | $55,191-75.2% |
| Participation rate | 96.8% | 84.5%+12.3pp | 86.8%+10.1pp | 69.2%+27.7pp |
| Annual return | 4.79% | 6.30%-1.5pp | 13.22%-8.4pp | 10.78%-6.0pp |
| Employer contribution / active EE | $2,471 | $3,050-19.0% | $5,151-52.0% | $1,899+30.2% |
| Participant deferral / active EE | $2,269 | $4,490-49.5% | $6,229-63.6% | $3,046-25.5% |
| Admin fee / account holder | $13 | $88-85.3% | $9,015-99.9% | $91-85.8% |