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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $60,480 |
REGIONS BANK2 years Filed as: REGIONS BANK DBA REGIONS TRUST Service code 27 · EIN 63-0371391 250 RIVERCHASE PARKWAY E · HOOVER, AL 35244 | Advisory (Plan) | $35,567 |
AZALEA ADMINISTRATION LLC7 years Filed as: AZALEA ADMINISTRATION Service code 13 · EIN 20-7116177 P.O. BOX 180293 · MOBILE, AL 36618 | Contract Administrator | $8,163 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,753 | $80,781+32.2% | $102,437+4.2% | $74,478+43.3% |
| Participation rate | 87.7% | 65.7%+22.1pp | 74.5%+13.2pp | 67.2%+20.5pp |
| Annual return | 11.45% | 27.58%-16.1pp | 24.95%-13.5pp | 1370.56%-1359.1pp |
| Employer contribution / active EE | $3,349 | $3,160+6.0% | $3,871-13.5% | $2,626+27.5% |
| Participant deferral / active EE | $6,162 | $3,862+59.6% | $5,060+21.8% | $4,350+41.7% |
| Admin fee / account holder | $449 | $2,372-81.1% | $8,388-94.6% | $1,946-76.9% |