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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK1+ years Service code 21 400 WEST CAPITOL · LITTLE ROCK, AR 722013402 | Bank Trustee | $26,057 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 3050 PEACHTREE ROAD NW · ATLANTA, GA 30305 | Advisory (Plan) | $22,787 |
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Employer contribution per participant 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 | $0 | $409,661-100.0% | $477,209-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 1.7%-1.7pp |
| Annual return | 12.94% | 10.60%+2.3pp | -2.84%+15.8pp | 627.08%-614.1pp |
| Employer contribution / active EE | $1,607 | $19,729-91.9% | $33,329-95.2% | $18,824-91.5% |
| Participant deferral / active EE | $0 | $349-100.0% | $51-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $2,475-100.0% | $1,923-100.0% |