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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 | $6,092 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,827 | $89,355-77.8% | $141,162-86.0% | $72,985-72.8% |
| Participation rate | 80.5% | 75.1%+5.4pp | 82.5%-2.0pp | 69.5%+11.0pp |
| Annual return | 16.11% | 111.85%-95.7pp | 71.39%-55.3pp | 81.00%-64.9pp |
| Employer contribution / active EE | $261 | $3,114-91.6% | $4,735-94.5% | $2,440-89.3% |
| Participant deferral / active EE | $2,520 | $5,418-53.5% | $6,709-62.4% | $3,607-30.1% |
| Admin fee / account holder | $65 | $5,958-98.9% | $10,261-99.4% | $5,124-98.7% |