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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK2+ years Filed as: REGIONS INSTITUTIONAL TRUST Service code 49 · EIN 63-0589368 | Other Services | $12,866 |
RELIANCE TRUST COMPANY2+ years Service code 19 | Securities Custodian | $132 |
Filed as: MESIROW FINANCIAL INVESTMT MGT INC Service code 49 | Other Services | $22 |
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 COMPANY2+ years Filed as: RELIANCE TRUST CO. Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
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 | $23,500 | $39,132-39.9% | $57,196-58.9% | $62,881-62.6% |
| Participation rate | 96.6% | 70.5%+26.1pp | 75.3%+21.2pp | 69.3%+27.2pp |
| Annual return | 8.69% | 9.24%-0.5pp | 14.59%-5.9pp | 20.14%-11.5pp |
| Employer contribution / active EE | $621 | $1,874-66.8% | $2,683-76.8% | $2,281-72.8% |
| Participant deferral / active EE | $1,566 | $2,374-34.0% | $3,096-49.4% | $3,203-51.1% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |