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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 | $81,358-46.0% | $155,556-71.8% | $80,959-45.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 9.73% | 33.39%-23.7pp | 64.84%-55.1pp | 35.67%-25.9pp |
| Employer contribution / active EE | $2,611 | $3,106-15.9% | $4,675-44.1% | $2,757-5.3% |
| Participant deferral / active EE | $3,098 | $3,455-10.3% | $5,631-45.0% | $4,300-28.0% |
| Admin fee / account holder | $119 | $7,994-98.5% | $15,885-99.3% | $6,925-98.3% |