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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC1 year Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $4,799 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,244 | $84,236-61.7% | $170,439-81.1% | $70,124-54.0% |
| Participation rate | 88.9% | 70.8%+18.1pp | 83.6%+5.3pp | 69.5%+19.3pp |
| Annual return | 28.05% | 23.06%+5.0pp | 205.94%-177.9pp | 73.14%-45.1pp |
| Employer contribution / active EE | $4,111 | $3,387+21.4% | $5,433-24.3% | $2,342+75.5% |
| Participant deferral / active EE | $9,785 | $3,086+217.1% | $4,939+98.1% | $3,332+193.7% |
| Admin fee / account holder | $37 | $5,698-99.4% | $13,881-99.7% | $4,645-99.2% |