| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK2 years Filed as: REGIONS BANK DBA REGIONS TRUST Service code 27 1900 5TH AVE N 25TH FL · BIRMINGHAM, AL 35203 | Advisory (Plan) | $89,266 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $63,865 |
Filed as: NA NA Service code 10 PO BOX 1607 · SHREVEPORT, LA 711651607 | Accounting | $7,640 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $123 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,498 | $56,551+72.4% | $185,854-47.5% | $86,828+12.3% |
| Participation rate | 100.0% | 65.5%+34.5pp | 81.7%+18.3pp | 72.3%+27.7pp |
| Annual return | 13.39% | 118.23%-104.8pp | 122.12%-108.7pp | 97.95%-84.6pp |
| Employer contribution / active EE | $3,941 | $1,845+113.6% | $5,169-23.7% | $2,406+63.8% |
| Participant deferral / active EE | $3,288 | $2,556+28.6% | $5,569-41.0% | $4,132-20.4% |
| Admin fee / account holder | $252 | $150+68.3% | $16,246-98.4% | $170+48.6% |