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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE FIDUCIARY Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $8,470 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,634 | $81,504-58.7% | $102,437-67.2% | $80,959-58.5% |
| Participation rate | 92.0% | 66.9%+25.1pp | 74.5%+17.5pp | 67.7%+24.3pp |
| Annual return | 10.51% | 25.60%-15.1pp | 24.95%-14.4pp | 35.67%-25.2pp |
| Employer contribution / active EE | $4,583 | $3,104+47.7% | $3,871+18.4% | $2,757+66.2% |
| Participant deferral / active EE | $1,551 | $3,871-59.9% | $5,060-69.3% | $4,300-63.9% |
| Admin fee / account holder | $64 | $6,719-99.0% | $8,388-99.2% | $6,925-99.1% |