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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK1+ years Service code 21 · EIN 63-0935103 PO BOX 2527 · MOBILE, AL 36652 | Bank Trustee | $46,666 |
JAMISON MONEY FARMER PC1+ years Filed as: JAMISONMONEYFARMER PC Service code 10 · EIN 63-0933119 2200 JACK WARNER PARKWAY · TUSCALOOSA, AL 35401 | Accounting | $14,000 |
SWERDLIN & COMPANY1+ years Service code 15 · EIN 58-1392124 5901 PEACHTREE DUNWOODY ROAD · ATLANTA, GA 30328 | Recordkeeping | $6,291 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $115,623 | $56,894+103.2% | $84,753+36.4% | $62,881+83.9% |
| Participation rate | 99.0% | 68.5%+30.4pp | 76.6%+22.4pp | 69.3%+29.7pp |
| Annual return | 6.26% | 6.30%0pp | 22.78%-16.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $573 | $3,581-84.0% | $5,333-89.3% | $4,296-86.7% |