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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $69,696 |
REGIONS BANK3 years Filed as: REGIONS BANK DBA REGIONS TRUST Service code 25 · EIN 63-0371391 1900 5TH AVE N 25TH FL · BIRMINGHAM, AL 35203 | Directed Trustee | $29,767 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,544 | $48,744-57.9% | $93,696-78.1% | $199,960-89.7% |
| Participation rate | 27.0% | 63.7%-36.7pp | 68.7%-41.7pp | 72.0%-45.0pp |
| Annual return | 12.62% | 15.36%-2.7pp | 133.74%-121.1pp | 34.28%-21.7pp |
| Employer contribution / active EE | $156 | $1,140-86.4% | $2,422-93.6% | $3,036-94.9% |
| Participant deferral / active EE | $652 | $2,825-76.9% | $4,417-85.2% | $5,087-87.2% |
| Admin fee / account holder | $58 | $195-70.2% | $8,287-99.3% | $269-78.4% |