Filed September 14, 2023
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC7 years Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $6,890 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,183 | $45,126-55.3% | $85,187-76.3% | $74,459-72.9% |
| Participation rate | 54.1% | 49.4%+4.8pp | 67.5%-13.4pp | 67.2%-13.1pp |
| Annual return | 14.90% | 26.30%-11.4pp | 66.67%-51.8pp | 1369.70%-1354.8pp |
| Employer contribution / active EE | $1,210 | $1,460-17.1% | $2,732-55.7% | $2,626-53.9% |
| Participant deferral / active EE | $1,463 | $2,738-46.6% | $4,525-67.7% | $4,350-66.4% |
| Admin fee / account holder | $43 | $2,212-98.1% | $6,162-99.3% | $1,945-97.8% |