Filed March 9, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,554 |
REGIONS BANK6 years Filed as: REGIONS INSTITUTIONAL TRUST Service code 27 · EIN 63-0371391 | Advisory (Plan) | $11,250 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$55,778 |
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 | $377,549 | $113,016+234.1% | $103,486+264.8% | $74,459+407.1% |
| Participation rate | 99.3% | 80.8%+18.6pp | 80.5%+18.8pp | 67.2%+32.1pp |
| Annual return | 20.81% | 23.24%-2.4pp | 23.93%-3.1pp | 1369.70%-1348.9pp |
| Employer contribution / active EE | $19,099 | $4,881+291.3% | $4,679+308.1% | $2,626+627.3% |
| Participant deferral / active EE | $13,952 | $7,279+91.7% | $6,628+110.5% | $4,350+220.8% |
| Admin fee / account holder | -$106 | $1,709-106.2% | $9,354-101.1% | $1,945-105.5% |