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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK2+ years Service code 15 · EIN 57-0894015 1901 6TH AVENUE NORTH, 4TH FLOOR · BIRMINGHAM, AL 35203 | Recordkeeping | $98,705 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 3424 PEACHTREE ROAD NE, SUITE 1900 · ATLANTA, GA 30326 | Actuarial | $23,000 |
WAY, RAY, SHELTON & CO., P.C.2+ years Service code 10 · EIN 63-0962807 216 MCFARLAND CIRCLE NORTH · TUSCALOOSA, AL 35406 | Accounting | $20,486 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 9.17% | 11.09%-1.9pp | 8.32%+0.8pp | 13.95%-4.8pp |
| Employer contribution / active EE | $9,414 | $10,980-14.3% | $30,793-69.4% | $16,598-43.3% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |