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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK3 years Filed as: REGIONS BANK DBA REGIONS TRUST Service code 27 · EIN 63-0371391 250 RIVERCHASE PARKWAY E · HOOVER, AL 35244 | Advisory (Plan) | $14,823 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREEN VILLAGE, CO 80111 | Recordkeeping Fees | $4,255 |
ADMIN. GROUP, LLC DBA TAG RESOURCES10+ years Filed as: ADMIN PARTNERS LLC 26-3310639 Service code 13 | Contract Administrator | $924 |
EQUITABLE ADVISORS LLC5 years Filed as: EQUITABLE INSURANCE COMPANY Service code 25 · EIN 13-5570651 PO BOX 4956 · SYRACUSE, NY 13221 | Directed Trustee | $0 |
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 | $43,389 | $76,407-43.2% | $150,298-71.1% | $82,448-47.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 10.05% | 39.99%-29.9pp | 62.79%-52.7pp | 41.64%-31.6pp |
| Employer contribution / active EE | $3,833 | $2,614+46.6% | $4,154-7.7% | $2,551+50.2% |
| Participant deferral / active EE | $4,487 | $3,214+39.6% | $5,453-17.7% | $4,139+8.4% |
| Admin fee / account holder | $179 | $6,352-97.2% | $14,116-98.7% | $7,234-97.5% |