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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK6+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $27,327 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $22,356 |
SENTINEL PENSION LLC3 years Filed as: SENTINEL PENSION, LLC Service code 15 · EIN 46-0570503 | Recordkeeping | $21,250 |
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 | $33,467 | $62,132-46.1% | $185,835-82.0% | $73,493-54.5% |
| Participation rate | 81.5% | 67.8%+13.7pp | 78.0%+3.5pp | 70.7%+10.9pp |
| Annual return | 14.40% | 20.44%-6.0pp | 35.96%-21.6pp | 28.51%-14.1pp |
| Employer contribution / active EE | $1,763 | $1,681+4.9% | $4,087-56.9% | $2,270-22.3% |
| Participant deferral / active EE | $3,831 | $3,711+3.2% | $5,633-32.0% | $3,740+2.4% |
| Admin fee / account holder | $234 | $419-44.1% | $9,502-97.5% | $513-54.3% |