| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK2+ years Service code 16 · EIN 63-0371391 333 TEXAS STREET · SHREVEPORT, LA 71101 | Consulting | $18,691 |
WBI INVESTMENTS INC2+ years Service code 16 · EIN 22-2566011 | Consulting | $14,583 |
Filed as: CHARLES SCHWAB & CO.,INC. Service code 33 · EIN 94-1737782 | Securities brokerage | $5,990 |
WALLER LANSDEN DORTCH & DAVIS2+ years Filed as: WALLER LANSDEN DORTCH & DAVIS, LLP Service code 10 PO BOX 198966 · NASHVILLE, TN 372198966 | Accounting | $3,090 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,300 |
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 | $75,348 | $36,926+104.1% | $156,551-51.9% | $57,661+30.7% |
| Participation rate | 99.3% | 63.4%+35.9pp | 84.0%+15.3pp | 70.2%+29.1pp |
| Annual return | 5.40% | 12.38%-7.0pp | 32.23%-26.8pp | 5.13%+0.3pp |
| Employer contribution / active EE | $3,902 | $1,571+148.4% | $5,501-29.1% | $1,974+97.7% |
| Participant deferral / active EE | $3,499 | $1,926+81.7% | $4,871-28.2% | $3,061+14.3% |
| Admin fee / account holder | $50 | $83-39.5% | $13,028-99.6% | $95-47.2% |