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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 3800 AIRPORT BLVD JSTE 306 · MOBILE, AL 366081663 | Advisory (Plan) | $22,197 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $30,334 | $87,834-65.5% | $133,975-77.4% | $62,881-51.8% |
| Participation rate | 59.5% | 83.4%-23.9pp | 87.1%-27.5pp | 69.3%-9.8pp |
| Annual return | 6.07% | 12.05%-6.0pp | 29.29%-23.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,953 | $4,812+2.9% | $6,282-21.2% | $3,203+54.6% |
| Admin fee / account holder | $258 | $5,372-95.2% | $9,324-97.2% | $4,296-94.0% |