| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK4+ years Service code 27 PO BOX 11525 · BIRMINGHAM, AL 352021525 | Advisory (Plan) | $22,323 |
Filed as: NA NA Service code 10 PO BOX 1607 · SHREVEPORT, LA 711651607 | Accounting | $6,550 |
WALLER LANSDEN DORTCH & DAVIS4+ years Filed as: WALLER LANSDEN DORTCH & DAVIS, LLP Service code 10 PO BOX 198966 · NASHVILLE, TN 372198966 | Accounting | $1,731 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,730 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $549 |
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 | $66,116 | $37,203+77.7% | $154,110-57.1% | $55,727+18.6% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -4.71% | 1320.03%-1324.7pp | 735.22%-739.9pp | 244.94%-249.6pp |
| Employer contribution / active EE | $3,678 | $1,614+127.8% | $5,298-30.6% | $2,078+77.0% |
| Participant deferral / active EE | $2,946 | $2,069+42.4% | $5,081-42.0% | $3,356-12.2% |
| Admin fee / account holder | $64 | $102-37.1% | $13,412-99.5% | $115-44.5% |