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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK1+ years Service code 15 · EIN 57-0894015 1901 6TH AVENUE NORTH, 4TH FLOOR · BIRMINGHAM, AL 35203 | Recordkeeping | $93,604 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 3424 PEACHTREE ROAD NE, SUITE 1900 · ATLANTA, GA 30326 | Actuarial | $13,850 |
WAY, RAY, SHELTON & CO., P.C.1+ years Service code 10 · EIN 63-0962807 216 MCFARLAND CIRCLE NORTH · TUSCALOOSA, AL 35406 | Accounting | $7,557 |
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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 | $0 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | 2.69% | 2.79%-0.1pp | 4.16%-1.5pp | 11.88%-9.2pp |
| Employer contribution / active EE | $7,770 | $10,530-26.2% | $29,966-74.1% | $14,612-46.8% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |