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| Provider | Service type | Compensation |
|---|---|---|
N. D. PITTMAN & COMPANY INC.2 years Service code 27 3800 AIRPORT BLVD JSTE 306 · MOBILE, AL 366081663 | Advisory (Plan) | $24,492 |
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.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,073 | $100,033-73.9% | $149,716-82.6% | $70,124-62.8% |
| Participation rate | 69.4% | 83.6%-14.2pp | 87.1%-17.7pp | 69.5%-0.2pp |
| Annual return | 8.94% | 27.43%-18.5pp | 1501.67%-1492.7pp | 73.14%-64.2pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,582 | $4,982+32.1% | $6,568+0.2% | $3,332+97.5% |
| Admin fee / account holder | $257 | $8,285-96.9% | $11,282-97.7% | $4,645-94.5% |