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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE FIDUCIARY Service code 15 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $5,750 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,782 | $71,192-73.6% | $117,860-84.1% | $62,293-69.8% |
| Participation rate | 68.9% | 74.2%-5.3pp | 79.7%-10.8pp | 69.5%-0.6pp |
| Annual return | 17.39% | 18.66%-1.3pp | 335.10%-317.7pp | 28.90%-11.5pp |
| Employer contribution / active EE | $703 | $1,934-63.7% | $3,786-81.4% | $2,042-65.6% |
| Participant deferral / active EE | $908 | $3,189-71.5% | $4,482-79.7% | $3,169-71.3% |
| Admin fee / account holder | $38 | $587-93.6% | $8,021-99.5% | $479-92.2% |