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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK3+ years Service code 21 400 WEST CAPITOL · LITTLE ROCK, AR 722013402 | Bank Trustee | $29,024 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 3050 PEACHTREE ROAD NW · ATLANTA, GA 30305 | Advisory (Plan) | $20,024 |
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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 | $46,984-100.0% | $213,834-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 5.6%-5.6pp |
| Annual return | -18.77% | -15.55%-3.2pp | -5.12%-13.7pp | 39.82%-58.6pp |
| Employer contribution / active EE | $1,297 | $14,317-90.9% | $31,020-95.8% | $19,980-93.5% |
| Participant deferral / active EE | $0 | $817-100.0% | $101-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $2,852-100.0% | $62-100.0% |