Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK10+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $39,699 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $38,431 |
SENTINEL PENSION LLC7 years Filed as: SENTINEL PENSION, LLC Service code 15 · EIN 46-0570503 | Recordkeeping | $18,077 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $167 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,228 | $73,459-26.2% | $178,528-69.6% | $74,429-27.1% |
| Participation rate | 67.3% | 66.5%+0.8pp | 77.1%-9.8pp | 67.2%+0.1pp |
| Annual return | 8.87% | 17.50%-8.6pp | 27.11%-18.2pp | 1368.38%-1359.5pp |
| Employer contribution / active EE | $1,570 | $2,219-29.3% | $3,950-60.3% | $2,625-40.2% |
| Participant deferral / active EE | $3,804 | $4,515-15.7% | $6,278-39.4% | $4,348-12.5% |
| Admin fee / account holder | $599 | $1,812-67.0% | $10,419-94.3% | $1,944-69.2% |