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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK2+ years Service code 21 400 WEST CAPITOL · LITTLE ROCK, AR 722013402 | Bank Trustee | $33,411 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 3050 PEACHTREE ROAD NW · ATLANTA, GA 30305 | Advisory (Plan) | $28,734 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $67,261-100.0% | $220,551-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 8.7%-8.7pp | 3.6%-3.6pp |
| Annual return | 9.74% | 8.91%+0.8pp | 7.32%+2.4pp | 11.84%-2.1pp |
| Employer contribution / active EE | $874 | $8,713-90.0% | $23,426-96.3% | $17,339-95.0% |
| Participant deferral / active EE | $0 | $675-100.0% | $107-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $892-100.0% | $9,522-100.0% | $409-100.0% |