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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,249 |
REGIONS BANK1 year Filed as: REGIONS BA Service code 26 · EIN 63-6129301 | Advisory (Participants) | $8,717 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$1,144 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,898 | $62,715+279.3% | $104,301+128.1% | $66,938+255.4% |
| Participation rate | 96.6% | 59.6%+37.0pp | 73.3%+23.3pp | 69.8%+26.8pp |
| Annual return | -15.68% | -14.70%-1.0pp | 24.61%-40.3pp | 1.58%-17.3pp |
| Employer contribution / active EE | $7,096 | $1,976+259.1% | $3,373+110.4% | $2,545+178.8% |
| Participant deferral / active EE | $9,376 | $2,852+228.8% | $4,626+102.7% | $4,238+121.2% |
| Admin fee / account holder | $100 | $657-84.8% | $7,340-98.6% | $594-83.2% |