Filed January 28, 2020 (most recent of 13 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK1+ years Filed as: REGIONS INSTITUTIONAL TRUST Service code 25 · EIN 63-0589368 | Directed Trustee | $109,138 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & COMPANY, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $122 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT. Service code 49 · EIN 36-3429599 | Other Services | $18 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $87,234 | $55,516+57.1% | $75,784+15.1% | $59,188+47.4% |
| Participation rate | 58.0% | 73.6%-15.6pp | 75.8%-17.8pp | 69.4%-11.4pp |
| Annual return | -0.80% | -1.89%+1.1pp | 9.68%-10.5pp | 5.51%-6.3pp |
| Employer contribution / active EE | $1,825 | $2,604-29.9% | $3,323-45.1% | $2,098-13.0% |
| Participant deferral / active EE | $3,493 | $2,599+34.4% | $3,652-4.3% | $3,265+7.0% |
| Admin fee / account holder | $45 | $110-59.4% | $5,300-99.2% | $92-51.6% |