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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,971 |
REGIONS BANK3 years Filed as: REGIONS BA Service code 26 · EIN 63-6129301 | Advisory (Participants) | $8,078 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | -$571 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $286,789 | $62,393+359.6% | $120,580+137.8% | $74,478+285.1% |
| Participation rate | 98.6% | 56.8%+41.9pp | 72.0%+26.7pp | 67.2%+31.4pp |
| Annual return | 12.81% | 18.61%-5.8pp | 107.48%-94.7pp | 1370.56%-1357.8pp |
| Employer contribution / active EE | $8,337 | $1,845+351.9% | $3,469+140.3% | $2,626+217.4% |
| Participant deferral / active EE | $10,044 | $2,886+248.1% | $4,995+101.1% | $4,350+130.9% |
| Admin fee / account holder | $107 | $2,396-95.5% | $9,418-98.9% | $1,946-94.5% |