Filed January 6, 2020 (most recent of 3 filings on file)
Total covered: 3 employees
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $92,664 |
REGIONS BANK9 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $79,167 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,818 | $74,933-24.2% | $154,803-63.3% | $117,739-51.7% |
| Participation rate | 19.6% | 64.5%-44.9pp | 78.1%-58.5pp | 76.6%-57.0pp |
| Annual return | 13.67% | 17.34%-3.7pp | 58.88%-45.2pp | 17.29%-3.6pp |
| Employer contribution / active EE | $418 | $2,316-81.9% | $4,305-90.3% | $3,746-88.8% |
| Participant deferral / active EE | $826 | $3,942-79.0% | $5,540-85.1% | $6,128-86.5% |
| Admin fee / account holder | $94 | $129-27.0% | $14,329-99.3% | $112-15.7% |