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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK1+ years Filed as: REGIONS TRUST Service code 24 · EIN 63-0371391 | Discretionary Trustee | $22,073 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $9,560 |
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 | $42,375 | $53,412-20.7% | $68,509-38.1% | $52,331-19.0% |
| Participation rate | 94.5% | 71.7%+22.9pp | 74.7%+19.8pp | 68.1%+26.4pp |
| Annual return | -0.30% | 3.42%-3.7pp | 8.27%-8.6pp | 4.54%-4.8pp |
| Employer contribution / active EE | $1,723 | $1,607+7.2% | $2,278-24.3% | $1,882-8.4% |
| Participant deferral / active EE | $2,774 | $2,688+3.2% | $3,382-18.0% | $3,022-8.2% |
| Admin fee / account holder | $233 | $461-49.5% | $5,275-95.6% | $592-60.7% |