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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 | $5,560 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,926 | $69,774-34.2% | $67,561-32.0% | $74,429-38.3% |
| Participation rate | 95.0% | 71.4%+23.6pp | 72.9%+22.1pp | 67.2%+27.8pp |
| Annual return | 18.46% | -40.53%+59.0pp | 3525.44%-3507.0pp | 1368.38%-1349.9pp |
| Employer contribution / active EE | $3,434 | $2,710+26.7% | $2,735+25.6% | $2,625+30.8% |
| Participant deferral / active EE | $5,995 | $3,636+64.9% | $4,003+49.8% | $4,348+37.9% |
| Admin fee / account holder | $38 | $890-95.7% | $4,006-99.0% | $1,944-98.0% |