| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK1 year Filed as: REGIONS BANK DBA REGIONS TRUST Service code 27 PO BOX 11525 · BIRMINGHAM, AL 352021525 | Advisory (Plan) | $73,912 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $51,529 |
Filed as: NA NA Service code 10 PO BOX 1607 · SHREVEPORT, LA 711651607 | Accounting | $4,244 |
WALLER LANSDEN DORTCH & DAVIS6+ years Filed as: WALLER LANSDEN DORTCH & DAVIS, LLP Service code 29 PO BOX 198966 · NASHVILLE, TN 372198966 | Legal | $1,260 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $109 |
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 | $90,552 | $52,303+73.1% | $178,510-49.3% | $73,415+23.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 16.55% | 34.76%-18.2pp | 151.13%-134.6pp | 59.30%-42.8pp |
| Employer contribution / active EE | $3,651 | $1,737+110.3% | $5,011-27.1% | $2,234+63.5% |
| Participant deferral / active EE | $3,158 | $2,334+35.3% | $5,202-39.3% | $3,806-17.0% |
| Admin fee / account holder | $210 | $127+65.0% | $13,988-98.5% | $158+33.1% |