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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC2 years Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $7,469 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,218 | $65,092-82.8% | $143,799-92.2% | $66,938-83.2% |
| Participation rate | 34.6% | 65.2%-30.6pp | 80.3%-45.8pp | 69.8%-35.3pp |
| Annual return | -18.61% | -11.14%-7.5pp | -0.04%-18.6pp | 1.58%-20.2pp |
| Employer contribution / active EE | $577 | $2,362-75.6% | $4,952-88.3% | $2,545-77.3% |
| Participant deferral / active EE | $949 | $2,920-67.5% | $5,638-83.2% | $4,238-77.6% |
| Admin fee / account holder | $136 | $502-73.0% | $14,677-99.1% | $594-77.1% |