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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK3 years Filed as: REGIONS BANK DBA REGIONS TRUST Service code 15 · EIN 63-0371391 | Recordkeeping | $50,034 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $32,968 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $278,420 | $102,385+171.9% | $147,080+89.3% | $80,935+244.0% |
| Participation rate | 90.9% | 75.9%+15.0pp | 82.2%+8.7pp | 67.7%+23.2pp |
| Annual return | 17.00% | 135.09%-118.1pp | 420.17%-403.2pp | 35.66%-18.7pp |
| Employer contribution / active EE | $45,472 | $3,717+1123.4% | $4,933+821.7% | $2,757+1549.5% |
| Participant deferral / active EE | $21,144 | $6,651+217.9% | $8,066+162.1% | $4,299+391.8% |
| Admin fee / account holder | $327 | $7,951-95.9% | $12,989-97.5% | $6,924-95.3% |