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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 | $50,903 |
REGIONS BANK1 year Filed as: REGIONS BANK DBA REGIONS TRUST Service code 27 · EIN 63-0371391 250 RIVERCHASE PARKWAY E · HOOVER, AL 35244 | Advisory (Plan) | $34,180 |
AZALEA ADMINISTRATION LLC6 years Filed as: AZALEA ADMINISTRATION Service code 13 · EIN 20-7116177 P.O. BOX 180293 · MOBILE, AL 36618 | Contract Administrator | $7,161 |
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 | $97,680 | $76,669+27.4% | $96,520+1.2% | $71,495+36.6% |
| Participation rate | 92.6% | 66.6%+26.0pp | 74.3%+18.2pp | 67.9%+24.7pp |
| Annual return | 16.46% | 48.29%-31.8pp | 35.72%-19.3pp | 28.85%-12.4pp |
| Employer contribution / active EE | $4,208 | $3,031+38.8% | $3,739+12.5% | $2,589+62.5% |
| Participant deferral / active EE | $7,521 | $3,771+99.4% | $4,879+54.2% | $4,291+75.3% |
| Admin fee / account holder | $411 | $2,028-79.7% | $6,733-93.9% | $1,588-74.1% |