| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK5+ years Service code 27 PO BOX 11525 · BIRMINGHAM, AL 352021525 | Advisory (Plan) | $77,084 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,121 |
Filed as: NA NA Service code 10 PO BOX 1607 · SHREVEPORT, LA 711651607 | Accounting | $11,881 |
WALLER LANSDEN DORTCH & DAVIS5+ years Filed as: WALLER LANSDEN DORTCH & DAVIS, LLP Service code 29 PO BOX 198966 · NASHVILLE, TN 372198966 | Legal | $2,939 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $326 |
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 | $80,538 | $62,941+28.0% | $172,757-53.4% | $67,584+19.2% |
| Participation rate | 99.3% | 64.5%+34.9pp | 82.6%+16.7pp | 71.3%+28.1pp |
| Annual return | 21.55% | 30.36%-8.8pp | 803.06%-781.5pp | 378.59%-357.0pp |
| Employer contribution / active EE | $3,450 | $1,636+110.9% | $5,144-32.9% | $2,148+60.6% |
| Participant deferral / active EE | $2,833 | $2,145+32.1% | $5,198-45.5% | $3,540-20.0% |
| Admin fee / account holder | $217 | $167+30.4% | $13,956-98.4% | $142+52.8% |