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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $57,479 |
REGIONS BANK1 year Service code 27 · EIN 63-0371391 | Advisory (Plan) | $50,416 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,930 | $105,248+41.5% | $147,318+1.1% | $71,012+109.7% |
| Participation rate | 94.2% | 66.1%+28.1pp | 82.1%+12.2pp | 58.6%+35.7pp |
| Annual return | 16.51% | 26.02%-9.5pp | 70.43%-53.9pp | 37.67%-21.2pp |
| Employer contribution / active EE | $2,815 | $3,785-25.6% | $4,593-38.7% | $2,348+19.9% |
| Participant deferral / active EE | $10,693 | $6,452+65.7% | $7,906+35.2% | $3,246+229.4% |
| Admin fee / account holder | $242 | $862-71.9% | $13,708-98.2% | $1,167-79.3% |