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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC1 year Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $6,146 |
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 | $10,751 | $61,166-82.4% | $185,837-94.2% | $79,393-86.5% |
| Participation rate | 35.4% | 66.6%-31.2pp | 81.7%-46.3pp | 70.7%-35.3pp |
| Annual return | 12.73% | 19.45%-6.7pp | 122.08%-109.3pp | 116.87%-104.1pp |
| Employer contribution / active EE | $480 | $2,321-79.3% | $5,168-90.7% | $2,428-80.2% |
| Participant deferral / active EE | $810 | $2,789-71.0% | $5,568-85.5% | $4,046-80.0% |
| Admin fee / account holder | $104 | $710-85.3% | $16,241-99.4% | $627-83.4% |