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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $79,704 |
REGIONS BANK1 year Filed as: REGIONS INSTITIONAL TRUST Service code 27 · EIN 63-0589368 | Advisory (Plan) | $19,858 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $6,000 |
RSM US LLP8+ years Service code 10 · EIN 42-0714325 | Accounting | $5,000 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $344,859-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 23.5%-23.5pp | 5.6%-5.6pp |
| Annual return | -16.56% | 39.77%-56.3pp | -8.04%-8.5pp | 39.77%-56.3pp |
| Employer contribution / active EE | $0 | $19,959-100.0% | $29,691-100.0% | $19,959-100.0% |
| Participant deferral / active EE | $0 | $614-100.0% | $13-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $388-100.0% | $62-100.0% |