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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK1+ years Filed as: REGIONS INSTITUTIONAL TRUST Service code 49 · EIN 63-0589368 | Other Services | $12,854 |
RELIANCE TRUST COMPANY1+ years Service code 19 | Securities Custodian | $132 |
Filed as: MESIROW FINANCIAL INVESTMT MGT INC Service code 49 | Other Services | $18 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $0 |
Filed as: MESIROW FINANCIAL INVT MGT INC Service code 49 · EIN 36-3429599 | Other Services | $0 |
RELIANCE TRUST COMPANY1+ years Filed as: RELIANCE TRUST CO. Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,253 | $40,275-49.7% | $57,356-64.7% | $59,633-66.0% |
| Participation rate | 96.5% | 69.1%+27.3pp | 75.1%+21.4pp | 68.7%+27.8pp |
| Annual return | -0.36% | 27.52%-27.9pp | 24.41%-24.8pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $520 | $1,921-72.9% | $2,689-80.7% | $2,203-76.4% |
| Participant deferral / active EE | $1,792 | $2,400-25.3% | $3,162-43.3% | $3,192-43.9% |
| Admin fee / account holder | $0 | $2,820-100.0% | $3,357-100.0% | $4,297-100.0% |