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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC5 years Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $20,259 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,712 | $89,435+32.7% | $164,975-28.0% | $77,714+52.8% |
| Participation rate | 35.7% | 78.6%-42.9pp | 78.6%-42.9pp | 70.6%-34.9pp |
| Annual return | 11.87% | 28.82%-16.9pp | 70.12%-58.3pp | 31.26%-19.4pp |
| Employer contribution / active EE | $1,533 | $2,563-40.2% | $4,343-64.7% | $2,727-43.8% |
| Participant deferral / active EE | $2,124 | $4,901-56.7% | $6,033-64.8% | $4,649-54.3% |
| Admin fee / account holder | $87 | $340-74.3% | $12,688-99.3% | $433-79.8% |