Filed December 15, 2022 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
COMPASS 360, LLC2+ years Filed as: COMPASS BANK Service code 28 · EIN 63-0847390 | Investment Management | $38,492 |
REGIONS BANK2+ years Filed as: REGIONS MK Service code 28 · EIN 63-0371391 | Investment Management | $29,035 |
AMERICAN FUNDS2+ years Filed as: CAPITAL ONE Service code 21 · EIN 72-6122740 | Bank Trustee | $28,116 |
HANCOCK ASKEW & CO., LLP1 year Service code 10 · EIN 58-0662558 | Accounting | $16,916 |
Filed as: FIFTH THIRD Service code 28 · EIN 31-1051736 | Investment Management | $11,568 |
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $144,130-100.0% | $117,861-100.0% | $147,587-100.0% |
| Participation rate | 0.0% | 83.4%-83.4pp | 79.7%-79.7pp | 82.8%-82.8pp |
| Annual return | -98.12% | 531.20%-629.3pp | 335.11%-433.2pp | 578.60%-676.7pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |