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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC4 years Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $18,822 |
Service code 10 605 LAKE STREET #6 · SPIRIT LAKE, IA 51360 | Accounting | $10,450 |
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 | $35,488 | $45,109-21.3% | $85,240-58.4% | $77,762-54.4% |
| Participation rate | 29.6% | 48.7%-19.1pp | 67.5%-38.0pp | 70.6%-41.0pp |
| Annual return | 14.91% | 79.55%-64.6pp | 66.75%-51.8pp | 31.27%-16.4pp |
| Employer contribution / active EE | $850 | $1,602-46.9% | $2,735-68.9% | $2,728-68.8% |
| Participant deferral / active EE | $1,393 | $2,814-50.5% | $4,527-69.2% | $4,651-70.0% |
| Admin fee / account holder | $128 | $915-86.0% | $6,165-97.9% | $433-70.5% |