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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREEWWOD VILLAGE, CO 80111 | Recordkeeping Fees | $99,700 |
REGION'S BANK1 year Filed as: REGION BANK Service code 27 PO BOX 11525 · BIRMINGHAM, AL 352021525 | Advisory (Plan) | $29,550 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $6,059 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,970 | $37,196-49.0% | $154,108-87.7% | $55,725-66.0% |
| Participation rate | 63.3% | 64.1%-0.8pp | 83.0%-19.8pp | 70.9%-7.6pp |
| Annual return | -3.47% | 1319.68%-1323.1pp | 735.21%-738.7pp | 244.93%-248.4pp |
| Employer contribution / active EE | $722 | $1,614-55.3% | $5,298-86.4% | $2,078-65.2% |
| Participant deferral / active EE | $1,100 | $2,068-46.8% | $5,081-78.3% | $3,356-67.2% |
| Admin fee / account holder | $227 | $102+123.7% | $13,411-98.3% | $115+97.3% |