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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 | $67,594-23.8% | $77,361-33.4% | $69,733-26.2% |
| Participation rate | 94.5% | 71.7%+22.8pp | 75.0%+19.6pp | 62.5%+32.1pp |
| Annual return | 15.10% | 19.20%-4.1pp | 1011.54%-996.4pp | 15.22%-0.1pp |
| Employer contribution / active EE | $3,520 | $2,649+32.9% | $2,990+17.7% | $2,250+56.4% |
| Participant deferral / active EE | $6,188 | $3,401+81.9% | $3,911+58.2% | $3,054+102.6% |
| Admin fee / account holder | $39 | $1,159-96.6% | $5,894-99.3% | $3,102-98.7% |