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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK5+ years Service code 27 · EIN 63-0589368 | Advisory (Plan) | $23,219 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $21,114 |
SENTINEL PENSION LLC2 years Filed as: SENTINEL PENSION, LLC Service code 15 · EIN 46-0570503 | Recordkeeping | $19,073 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,873 | $56,918-51.0% | $182,540-84.7% | $65,185-57.2% |
| Participation rate | 86.2% | 66.5%+19.7pp | 78.0%+8.2pp | 70.2%+16.0pp |
| Annual return | 20.06% | 27.67%-7.6pp | 148.58%-128.5pp | 29.38%-9.3pp |
| Employer contribution / active EE | $1,841 | $1,615+14.0% | $4,076-54.8% | $2,177-15.4% |
| Participant deferral / active EE | $3,842 | $3,526+9.0% | $5,525-30.5% | $3,514+9.3% |
| Admin fee / account holder | $193 | $531-63.7% | $8,593-97.8% | $847-77.3% |