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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC2 years Filed as: EMPLOYEE FIDUCIARY Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $6,136 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,490 | $64,705-20.4% | $62,929-18.2% | $67,986-24.3% |
| Participation rate | 94.5% | 65.6%+28.9pp | 73.1%+21.4pp | 57.2%+37.3pp |
| Annual return | 15.10% | 20.31%-5.2pp | 1063.93%-1048.8pp | 31.67%-16.6pp |
| Employer contribution / active EE | $3,520 | $2,376+48.2% | $2,505+40.6% | $2,019+74.4% |
| Participant deferral / active EE | $6,188 | $3,198+93.5% | $3,888+59.1% | $3,358+84.3% |
| Admin fee / account holder | $39 | $1,428-97.3% | $5,065-99.2% | $3,203-98.8% |