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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK5+ years Filed as: REGIONS INSTITUTIONAL TRUST Service code 25 · EIN 63-0589368 | Directed Trustee | $17,883 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $2,249 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $674 |
RELIANCE TRUST COMPANY5+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $240 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,615 | $65,376-5.8% | $87,100-29.3% | $65,185-5.5% |
| Participation rate | 60.4% | 75.3%-15.0pp | 76.9%-16.5pp | 70.2%-9.8pp |
| Annual return | 22.59% | 31.27%-8.7pp | 28.19%-5.6pp | 29.38%-6.8pp |
| Employer contribution / active EE | $260 | $1,822-85.8% | $2,521-89.7% | $2,177-88.1% |
| Participant deferral / active EE | $1,632 | $3,388-51.8% | $4,049-59.7% | $3,514-53.5% |
| Admin fee / account holder | $12 | $520-97.6% | $7,497-99.8% | $847-98.6% |