Filed January 13, 2017
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $32,422 |
REGIONS BANK5 years Filed as: REGIONS BANK DBA REGIONS TRUST Service code 15 · EIN 63-0371391 | Recordkeeping | $31,378 |
ADP BROKER-DEALER7+ 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.
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 | $23,315 | $58,344-60.0% | $98,477-76.3% | $86,813-73.1% |
| Participation rate | 39.1% | 68.4%-29.3pp | 73.3%-34.3pp | 72.3%-33.2pp |
| Annual return | 11.48% | 43.47%-32.0pp | 1493.59%-1482.1pp | 97.93%-86.4pp |
| Employer contribution / active EE | $589 | $2,008-70.7% | $2,961-80.1% | $2,406-75.5% |
| Participant deferral / active EE | $1,834 | $3,156-41.9% | $4,276-57.1% | $4,131-55.6% |
| Admin fee / account holder | $162 | $138+17.5% | $5,951-97.3% | $170-4.5% |