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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC6 years Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $16,089 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,966 | $116,081+8.5% | $156,181-19.3% | $79,634+58.2% |
| Participation rate | 37.6% | 75.6%-37.9pp | 78.8%-41.2pp | 62.5%-24.8pp |
| Annual return | 14.88% | 15.89%-1.0pp | 64.87%-50.0pp | 36.46%-21.6pp |
| Employer contribution / active EE | $1,931 | $2,828-31.7% | $4,294-55.0% | $2,529-23.7% |
| Participant deferral / active EE | $2,470 | $4,584-46.1% | $6,132-59.7% | $3,835-35.6% |
| Admin fee / account holder | $65 | $854-92.4% | $14,586-99.6% | $1,002-93.5% |