Filed March 9, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,980 |
REGIONS BANK7 years Filed as: REGIONS INSTITUTIONAL TRUST Service code 27 · EIN 63-0371391 | Advisory (Plan) | $22,500 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$56,341 |
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 | $433,809 | $131,162+230.7% | $97,411+345.3% | $64,097+576.8% |
| Participation rate | 99.3% | 73.9%+25.5pp | 80.4%+19.0pp | 55.2%+44.1pp |
| Annual return | 21.19% | 37.93%-16.7pp | 34.72%-13.5pp | 34.64%-13.4pp |
| Employer contribution / active EE | $18,746 | $4,563+310.8% | $4,210+345.3% | $1,891+891.1% |
| Participant deferral / active EE | $14,529 | $6,687+117.3% | $5,886+146.9% | $3,080+371.8% |
| Admin fee / account holder | $11 | $2,928-99.6% | $7,145-99.8% | $3,454-99.7% |