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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK1+ years Service code 15 · EIN 63-0371391 | Recordkeeping | $17,415 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 37 · EIN 11-3665754 | Loan Processing | $2,858 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,514 | $54,320-47.5% | $67,652-57.9% | $52,331-45.5% |
| Participation rate | 72.3% | 73.6%-1.3pp | 75.7%-3.4pp | 68.1%+4.2pp |
| Annual return | -0.74% | 6.81%-7.5pp | 6625.40%-6626.1pp | 4.54%-5.3pp |
| Employer contribution / active EE | $208 | $1,544-86.5% | $2,266-90.8% | $1,882-88.9% |
| Participant deferral / active EE | $2,815 | $2,950-4.6% | $3,560-20.9% | $3,022-6.9% |
| Admin fee / account holder | $223 | $527-57.7% | $4,821-95.4% | $592-62.3% |