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| Provider | Service type | Compensation |
|---|---|---|
QUESTAR CAPITAL CORPORATION3+ years Service code 55 · EIN 38-3342968 PO BOX 59177 · MINNEAPOLIS, MN 55459 | Other Commissions | $30,861 |
REGIONS BANK1 year Service code 27 · EIN 63-0371391 | Advisory (Plan) | $5,367 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,088 |
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 | $73,854 | $155,795-52.6% | $136,298-45.8% | $69,634+6.1% |
| Participation rate | 79.2% | 75.2%+3.9pp | 81.9%-2.8pp | 70.7%+8.5pp |
| Annual return | 22.87% | 232464.33%-232441.5pp | 5156.27%-5133.4pp | 27572.26%-27549.4pp |
| Employer contribution / active EE | $1,725 | $2,991-42.3% | $4,696-63.3% | $2,032-15.1% |
| Participant deferral / active EE | $5,699 | $5,394+5.7% | $6,247-8.8% | $3,224+76.8% |
| Admin fee / account holder | $21 | $128-83.4% | $9,244-99.8% | $110-80.7% |