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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK2 years Filed as: REGIONS BANK DBA REGIONS TRUST Service code 27 · EIN 63-0371391 250 RIVERCHASE PARKWAY E · HOOVER, AL 35244 | Advisory (Plan) | $16,190 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREEN VILLAGE, CO 80111 | Recordkeeping Fees | $14,984 |
Filed as: ADMIN PARTNERS LLC 26-3310639 Service code 13 | Contract Administrator | $869 |
EQUITABLE ADVISORS LLC4 years Filed as: EQUITABLE INSURANCE COMPANY Service code 25 · EIN 13-5570651 PO BOX 4956 · SYRACUSE, NY 13221 | Directed Trustee | $136 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,929 | $81,276-46.0% | $155,574-71.8% | $80,925-45.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 9.73% | 33.36%-23.6pp | 64.87%-55.1pp | 35.65%-25.9pp |
| Employer contribution / active EE | $2,611 | $3,103-15.8% | $4,676-44.1% | $2,756-5.3% |
| Participant deferral / active EE | $3,098 | $3,453-10.3% | $5,629-45.0% | $4,299-27.9% |
| Admin fee / account holder | $119 | $7,993-98.5% | $15,914-99.3% | $6,940-98.3% |