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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 | $65,084-20.9% | $67,681-23.9% | $64,340-20.0% |
| Participation rate | 94.5% | 66.7%+27.8pp | 73.7%+20.8pp | 55.2%+39.3pp |
| Annual return | 15.10% | 20.50%-5.4pp | 590.58%-575.5pp | 24.14%-9.0pp |
| Employer contribution / active EE | $3,520 | $2,398+46.8% | $2,678+31.4% | $1,862+89.1% |
| Participant deferral / active EE | $6,188 | $3,210+92.7% | $3,976+55.6% | $2,980+107.6% |
| Admin fee / account holder | $39 | $1,415-97.3% | $6,100-99.4% | $3,703-99.0% |