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| Provider | Service type | Compensation |
|---|---|---|
N. D. PITTMAN & COMPANY INC.3 years Service code 27 3800 AIRPORT BLVD JSTE 306 · MOBILE, AL 366081663 | Advisory (Plan) | $25,316 |
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 | $25,793 | $79,523-67.6% | $140,019-81.6% | $56,287-54.2% |
| Participation rate | 45.5% | 85.7%-40.2pp | 87.5%-42.0pp | 69.9%-24.3pp |
| Annual return | -6.78% | 2.39%-9.2pp | 651.15%-657.9pp | -9.96%+3.2pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,605-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,890 | $5,129-43.7% | $6,927-58.3% | $3,350-13.7% |
| Admin fee / account holder | $280 | $614-54.4% | $10,705-97.4% | $521-46.3% |