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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,427 |
REGIONS BANK2 years Filed as: REGIONS BA Service code 26 · EIN 63-6129301 | Advisory (Participants) | $6,554 |
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 | $255,028 | $57,752+341.6% | $112,273+127.2% | $71,511+256.6% |
| Participation rate | 93.5% | 58.8%+34.6pp | 72.4%+21.0pp | 67.9%+25.5pp |
| Annual return | 16.68% | 18.25%-1.6pp | 30.23%-13.6pp | 28.86%-12.2pp |
| Employer contribution / active EE | $7,408 | $1,912+287.4% | $3,431+115.9% | $2,589+186.1% |
| Participant deferral / active EE | $9,606 | $2,860+235.8% | $4,800+100.1% | $4,291+123.9% |
| Admin fee / account holder | $85 | $1,586-94.6% | $7,752-98.9% | $1,588-94.6% |