Filed December 11, 2024
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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK5+ years Filed as: REGIONS BANK DBA REGIONS TRUST Service code 15 · EIN 63-0371391 | Recordkeeping | $40,501 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $20,890 |
JGD & ASSOCIATES LLP1 year Service code 15 · EIN 95-3132551 | Recordkeeping | $8,750 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $100,182 | $56,918+76.0% | $182,558-45.1% | $65,186+53.7% |
| Participation rate | 94.1% | 66.5%+27.6pp | 78.0%+16.1pp | 70.2%+23.9pp |
| Annual return | 24.10% | 27.67%-3.6pp | 148.59%-124.5pp | 29.39%-5.3pp |
| Employer contribution / active EE | $2,723 | $1,615+68.7% | $4,076-33.2% | $2,177+25.1% |
| Participant deferral / active EE | $8,271 | $3,526+134.6% | $5,526+49.7% | $3,514+135.4% |
| Admin fee / account holder | $337 | $531-36.5% | $8,594-96.1% | $847-60.2% |