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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC2+ years Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $4,010 |
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 | $31,653 | $58,726-46.1% | $92,240-65.7% | $62,293-49.2% |
| Participation rate | 16.7% | 68.3%-51.7pp | 76.5%-59.8pp | 69.5%-52.8pp |
| Annual return | 16.04% | 43.62%-27.6pp | 176.29%-160.2pp | 28.90%-12.9pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,680-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $203 | $2,766-92.7% | $3,897-94.8% | $3,169-93.6% |
| Admin fee / account holder | $118 | $556-78.8% | $5,194-97.7% | $479-75.4% |