| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK3 years Filed as: REGIONS BANK DBA REGIONS TRUST Service code 27 1900 5TH AVE N 25TH FL · BIRMINGHAM, AL 35203 | Advisory (Plan) | $77,796 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $68,470 |
Filed as: HEARD, MCELROY AND VESTAL, LLC Service code 10 · EIN 72-0398470 PO BOX 1607 · SHREVEPORT, LA 711651607 | Accounting | $18,975 |
WALLER LANSDEN DORTCH & DAVIS8+ years Filed as: WALLER LANSDEN DORTCH & DAVIS, LLP Service code 29 PO BOX 198966 · NASHVILLE, TN 372198966 | Legal | $6,120 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $167,350-100.0% | $143,801-100.0% | $134,554-100.0% |
| Participation rate | 0.0% | 84.8%-84.8pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -16.50% | 0.48%-17.0pp | -0.04%-16.5pp | 418.46%-435.0pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,639-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,680-100.0% | $11,430-100.0% |