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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 | $81,476-58.7% | $102,383-67.1% | $80,925-58.4% |
| Participation rate | 92.0% | 66.8%+25.2pp | 74.5%+17.5pp | 67.7%+24.3pp |
| Annual return | 10.51% | 25.59%-15.1pp | 24.94%-14.4pp | 35.65%-25.1pp |
| Employer contribution / active EE | $4,583 | $3,105+47.6% | $3,870+18.4% | $2,756+66.3% |
| Participant deferral / active EE | $1,551 | $3,871-59.9% | $5,060-69.3% | $4,299-63.9% |
| Admin fee / account holder | $64 | $6,717-99.0% | $8,391-99.2% | $6,940-99.1% |