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| Provider | Service type | Compensation |
|---|---|---|
REGION'S BANK1+ years Service code 21 · EIN 13-6115217 | Bank Trustee | $16,828 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $8,086 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,198 | $53,412-67.8% | $68,509-74.9% | $52,331-67.1% |
| Participation rate | 95.9% | 71.7%+24.2pp | 74.7%+21.2pp | 68.1%+27.8pp |
| Annual return | -1.03% | 3.42%-4.4pp | 8.27%-9.3pp | 4.54%-5.6pp |
| Employer contribution / active EE | $0 | $1,607-100.0% | $2,278-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $768 | $2,688-71.4% | $3,382-77.3% | $3,022-74.6% |
| Admin fee / account holder | $206 | $461-55.3% | $5,275-96.1% | $592-65.2% |