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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK2 years Service code 26 · EIN 63-6129301 | Advisory (Participants) | $9,836 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,015 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,269 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $319,365 | $65,862+384.9% | $124,693+156.1% | $79,393+302.3% |
| Participation rate | 92.6% | 62.2%+30.3pp | 74.6%+18.0pp | 70.7%+21.9pp |
| Annual return | 12.43% | 19.02%-6.6pp | 5144.19%-5131.8pp | 116.87%-104.4pp |
| Employer contribution / active EE | $6,903 | $1,883+266.5% | $3,324+107.7% | $2,428+184.3% |
| Participant deferral / active EE | $9,335 | $2,772+236.7% | $4,615+102.3% | $4,046+130.7% |
| Admin fee / account holder | $112 | $673-83.4% | $7,494-98.5% | $627-82.2% |