Filed January 13, 2017
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $46,616 |
REGIONS BANK6 years Filed as: REGIONS BANK DBA REGIONS TRUST Service code 15 · EIN 63-0371391 | Recordkeeping | $32,275 |
ADP BROKER-DEALER8+ 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,056 | $47,766-55.9% | $82,744-74.6% | $64,819-67.5% |
| Participation rate | 34.8% | 67.7%-32.9pp | 72.6%-37.8pp | 71.5%-36.7pp |
| Annual return | -15.01% | -13.06%-2.0pp | 702.22%-717.2pp | 32.84%-47.9pp |
| Employer contribution / active EE | $512 | $2,182-76.5% | $3,008-83.0% | $2,507-79.6% |
| Participant deferral / active EE | $1,565 | $3,332-53.0% | $4,395-64.4% | $4,311-63.7% |
| Admin fee / account holder | $269 | $143+88.3% | $5,325-94.9% | $188+43.3% |