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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC3 years Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $14,802 |
Service code 10 605 LAKE STREET #6 · SPIRIT LAKE, IA 51360 | Accounting | $9,900 |
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 | $31,723 | $40,435-21.5% | $80,648-60.7% | $74,473-57.4% |
| Participation rate | 43.8% | 47.4%-3.6pp | 67.0%-23.2pp | 70.7%-27.0pp |
| Annual return | 19.86% | 165.22%-145.4pp | 937.21%-917.4pp | 34.36%-14.5pp |
| Employer contribution / active EE | $1,360 | $1,498-9.2% | $2,724-50.1% | $2,638-48.5% |
| Participant deferral / active EE | $2,228 | $2,673-16.6% | $4,443-49.9% | $4,530-50.8% |
| Admin fee / account holder | $117 | $721-83.8% | $5,382-97.8% | $347-66.4% |