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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC1+ years Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $3,877 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,660 | $52,884-47.7% | $84,753-67.4% | $55,167-49.9% |
| Participation rate | 17.2% | 67.5%-50.3pp | 76.6%-59.4pp | 69.0%-51.8pp |
| Annual return | 6.69% | 18.03%-11.3pp | 22.78%-16.1pp | 169.23%-162.5pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $182 | $2,644-93.1% | $3,712-95.1% | $3,054-94.0% |
| Admin fee / account holder | $117 | $581-79.8% | $5,333-97.8% | $504-76.7% |