Filed April 2, 2008 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $214,511 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $85,204 |
REGIONS BANK4 years Filed as: REGIONS BANK DBA REGIONS TRUST Service code 27 1900 5TH AVE N · BIRMINGHAM, AL 35203 | Advisory (Plan) | $29,413 |
Filed as: QDRO CONSULTANTS COMPANY LLC Service code 16 · EIN 34-1820650 | Consulting | $600 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,811 | $148,970-37.0% | $133,698-29.8% | $200,096-53.1% |
| Participation rate | 75.8% | 79.4%-3.6pp | 76.4%-0.6pp | 72.0%+3.8pp |
| Annual return | 9.87% | 27.07%-17.2pp | 580.90%-571.0pp | 34.26%-24.4pp |
| Employer contribution / active EE | $1,888 | $3,561-47.0% | $4,218-55.2% | $3,038-37.9% |
| Participant deferral / active EE | $5,095 | $6,140-17.0% | $7,016-27.4% | $5,090+0.1% |
| Admin fee / account holder | $133 | $144-7.8% | $6,703-98.0% | $269-50.7% |