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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 | $89,465+32.7% | $165,100-28.1% | $77,762+52.7% |
| Participation rate | 35.7% | 78.6%-43.0pp | 78.6%-42.9pp | 70.6%-34.9pp |
| Annual return | 11.87% | 28.86%-17.0pp | 70.21%-58.3pp | 31.27%-19.4pp |
| Employer contribution / active EE | $1,533 | $2,565-40.2% | $4,348-64.8% | $2,728-43.8% |
| Participant deferral / active EE | $2,124 | $4,904-56.7% | $6,035-64.8% | $4,651-54.3% |
| Admin fee / account holder | $87 | $340-74.3% | $12,696-99.3% | $433-79.8% |