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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC4 years Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $5,059 |
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 | $21,423 | $73,863-71.0% | $143,797-85.1% | $68,490-68.7% |
| Participation rate | 21.2% | 66.7%-45.5pp | 80.3%-59.1pp | 67.9%-46.7pp |
| Annual return | -13.61% | 0.91%-14.5pp | -0.04%-13.6pp | -7.85%-5.8pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,075 | $3,385-68.2% | $5,638-80.9% | $4,028-73.3% |
| Admin fee / account holder | $229 | $5,756-96.0% | $14,679-98.4% | $5,403-95.8% |