Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK3+ years Service code 15 · EIN 57-0894015 1901 6TH AVENUE NORTH, 4TH FLOOR · BIRMINGHAM, AL 35203 | Recordkeeping | $191,420 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 3424 PEACHTREE ROAD NE, SUITE 1900 · ATLANTA, GA 30326 | Actuarial | $48,686 |
Filed as: GULF STATES CONSULTANTS & ADMINISTR Service code 14 · EIN 63-0836919 1717 OLD SHELL ROAD · MOBILE, AL 36604 | Plan Administrator | $17,700 |
WAY, RAY, SHELTON & CO., P.C.3+ years Service code 10 · EIN 63-0962807 216 MCFARLAND CIRCLE NORTH · TUSCALOOSA, AL 35406 | Accounting | $15,000 |
BURR FORMAN LLP1 year Service code 29 · EIN 63-0322727 420 NORTH 20TH STREET · BIRMINGHAM, AL 35203 | Legal | $7,744 |
ROSEN HARWOOD1 year Service code 29 · EIN 63-0599052 2200 JACK WARNER PKWY, STE 200 · TUSCALOOSA, AL 35401 | Legal | $6,599 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $14,174-100.0% | $245,396-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 43.0%-43.0pp | 4.7%-4.7pp |
| Annual return | 5.63% | 1.05%+4.6pp | -752.26%+757.9pp | -0.69%+6.3pp |
| Employer contribution / active EE | $8,755 | $11,363-23.0% | $31,802-72.5% | $16,786-47.8% |
| Participant deferral / active EE | $0 | $18,319-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | $124-100.0% |