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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK8 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $43,370 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $9,772 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,424 | $83,045+45.0% | $130,045-7.4% | $71,511+68.4% |
| Participation rate | 80.6% | 74.1%+6.5pp | 78.5%+2.1pp | 67.9%+12.6pp |
| Annual return | 22.98% | 20.61%+2.4pp | -137.30%+160.3pp | 28.86%-5.9pp |
| Employer contribution / active EE | $1,190 | $2,623-54.6% | $4,321-72.5% | $2,589-54.0% |
| Participant deferral / active EE | $3,534 | $4,436-20.3% | $5,820-39.3% | $4,291-17.6% |
| Admin fee / account holder | $454 | $1,727-73.7% | $10,600-95.7% | $1,588-71.4% |