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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC3 years Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $5,157 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,063 | $95,415-72.7% | $185,851-86.0% | $85,851-69.6% |
| Participation rate | 21.3% | 68.8%-47.5pp | 81.7%-60.4pp | 69.3%-48.0pp |
| Annual return | 17.16% | 23.59%-6.4pp | 122.11%-104.9pp | 318.63%-301.5pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $731 | $3,424-78.6% | $5,569-86.9% | $3,952-81.5% |
| Admin fee / account holder | $270 | $7,215-96.3% | $16,245-98.3% | $6,261-95.7% |