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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK4 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $35,714 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $549 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $96,612 | $86,341+11.9% | $125,192-22.8% | $65,185+48.2% |
| Participation rate | 91.7% | 75.3%+16.4pp | 79.8%+12.0pp | 70.2%+21.5pp |
| Annual return | 26.61% | 27.44%-0.8pp | 43.79%-17.2pp | 29.38%-2.8pp |
| Employer contribution / active EE | $1,448 | $2,040-29.0% | $3,866-62.5% | $2,177-33.5% |
| Participant deferral / active EE | $3,320 | $3,538-6.2% | $4,937-32.8% | $3,514-5.5% |
| Admin fee / account holder | $307 | $609-49.6% | $9,704-96.8% | $847-63.7% |