12 additional years of work Up to $151,000 in lost retirement savings.Compass SmartInvestor 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 66. This plan is in the top 35% of plans for Investment Menu Quality and Total Plan Cost. Compass SmartInvestor 401k Plan currently has over 14,600 active participants and over $463.8M in plan assets.
| Address |
15 South 20th Street, Suite 1201
Birmingham, AL 35233 |
| Industry | Commercial Banking |
| Administrator | Richard Tallo |
| Net Plan Assets | $464,000,000 |
| Total Participants | 15,000 |
| Avg Account Balance | $32,000 |
| Barclays Bank PLC | 81.4 |
| Discover Financial Services | 71.7 |
| Zions Bancorporation | 69.1 |
| Navy Federal Credit Union | 68.0 |
| Santander Holdings USA | 66.5 |
| Huntington Bancshares | 66.0 |
| 1. | SEI Stable Asset Fund | 23% |
| 2. | Dodge & Cox Stock | 15% |
| 3. | American Funds EuroPacific Growth | 11% |
| Auditor | Deloitte & Touche, LLP |
| Recordkeeper | Charles Schwab |
| Corporate Trustee | Charles Schwab |
BrightScope Rating
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