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| Provider | Service type | Compensation |
|---|---|---|
Service code 34 7050 FAIN PARK DRIVE, SUITE 12 · MONTGOMERY, AL 361240098 | Valuation (appraisals, etc.); Recordk... | $6,487 |
TUCKER ARENSBERG1 year Filed as: TUCKER FINANCIAL GROUP Service code 22 254 WINTON BLOUNT LOOP · MONTGOMERY, AL 36117 | Insurance Broker | $4,002 |
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $1,565 |
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.
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.
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 | $6,842 | $52,961-87.1% | $172,755-96.0% | $65,185-89.5% |
| Participation rate | 37.1% | 66.2%-29.1pp | 82.6%-45.5pp | 70.2%-33.1pp |
| Annual return | 11.95% | 30.12%-18.2pp | 802.94%-791.0pp | 29.38%-17.4pp |
| Employer contribution / active EE | $226 | $2,190-89.7% | $5,144-95.6% | $2,177-89.6% |
| Participant deferral / active EE | $263 | $2,471-89.4% | $5,198-94.9% | $3,514-92.5% |
| Admin fee / account holder | $52 | $472-89.0% | $13,955-99.6% | $847-93.9% |