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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES Service code 28 · EIN 59-1237041 | Investment Management | $84,254 |
REGIONS BANK1 year Service code 20 · EIN 63-0371391 | Investment management; Trustee (indiv... | $16,413 |
ARGENT TRUST COMPANY3+ years Filed as: ARGENT TRUST CO. Service code 10 · EIN 72-1173060 | Accounting | $8,750 |
OSBORN CARREIRO & ASSOCIATES3+ years Filed as: OSBORN, CARREIRO AND ASSOCIATES INC Service code 11 · EIN 71-0631123 | Actuarial | $6,000 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $46,757-100.0% | $85,985-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 11.3%-11.3pp |
| Annual return | 10.65% | 9.21%+1.4pp | 14.20%-3.6pp | 10.41%+0.2pp |
| Employer contribution / active EE | $3,980 | $20,031-80.1% | $27,968-85.8% | $14,691-72.9% |
| Participant deferral / active EE | $5,880 | $226+2500.0% | $576+920.1% | $58+10002.6% |
| Admin fee / account holder | $0 | $2,646-100.0% | $6,028-100.0% | $2,646-100.0% |