Filed December 15, 2022 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
COMPASS 360, LLC1+ years Filed as: COMPASS BANK Service code 28 · EIN 63-0847390 | Investment Management | $59,591 |
REGIONS BANK1+ years Filed as: REGIONS MK Service code 28 · EIN 63-0371391 | Investment Management | $58,664 |
AMERICAN FUNDS1+ years Filed as: CAPITAL ONE Service code 21 · EIN 72-6122740 | Bank Trustee | $47,275 |
Filed as: FIFTH THIRD Service code 28 · EIN 31-1051736 | Investment Management | $25,453 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,233 | $107,378-62.5% | $108,582-62.9% | $57,661-30.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 79.6%+20.4pp | 70.2%+29.8pp |
| Annual return | -4.65% | 12.80%-17.4pp | -51.70%+47.0pp | 5.13%-9.8pp |
| Employer contribution / active EE | $0 | $1,782-100.0% | $3,758-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $4,311-100.0% | $3,061-100.0% |
| Admin fee / account holder | $271 | $108+149.7% | $7,645-96.5% | $95+186.6% |