Filed January 13, 2017
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $28,752 |
REGIONS BANK4 years Filed as: REGIONS BANK DBA REGIONS TRUST Service code 15 · EIN 63-0371391 | Recordkeeping | $23,760 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,836 | $52,670-54.7% | $90,404-73.6% | $73,409-67.5% |
| Participation rate | 37.0% | 67.7%-30.7pp | 72.7%-35.7pp | 72.2%-35.2pp |
| Annual return | 14.40% | 20.70%-6.3pp | 1293.02%-1278.6pp | 59.29%-44.9pp |
| Employer contribution / active EE | $471 | $1,872-74.8% | $3,262-85.6% | $2,234-78.9% |
| Participant deferral / active EE | $1,278 | $2,807-54.5% | $3,963-67.8% | $3,805-66.4% |
| Admin fee / account holder | $162 | $117+38.4% | $5,611-97.1% | $158+2.3% |