| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK3+ years Service code 16 · EIN 63-0371391 333 TEXAS STREET · SHREVEPORT, LA 71101 | Consulting | $16,424 |
WALLER LANSDEN DORTCH & DAVIS3+ years Filed as: WALLER LANSDEN DORTCH & DAVIS, LLP Service code 10 PO BOX 198966 · NASHVILLE, TN 372198966 | Accounting | $2,236 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,075 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $928 |
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 | $81,420 | $46,182+76.3% | $170,435-52.2% | $69,634+16.9% |
| Participation rate | 99.3% | 63.9%+35.4pp | 83.6%+15.7pp | 70.7%+28.6pp |
| Annual return | 14.24% | 21.40%-7.2pp | 205.94%-191.7pp | 27572.26%-27558.0pp |
| Employer contribution / active EE | $3,810 | $1,610+136.6% | $5,432-29.9% | $2,032+87.5% |
| Participant deferral / active EE | $3,331 | $2,081+60.1% | $4,939-32.6% | $3,224+3.3% |
| Admin fee / account holder | $44 | $116-61.8% | $13,881-99.7% | $110-59.9% |