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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 | $102,429+171.8% | $147,096+89.3% | $80,925+244.0% |
| Participation rate | 90.9% | 75.9%+15.0pp | 82.2%+8.7pp | 67.7%+23.3pp |
| Annual return | 17.00% | 135.02%-118.0pp | 419.75%-402.7pp | 35.65%-18.7pp |
| Employer contribution / active EE | $45,472 | $3,716+1123.8% | $4,936+821.2% | $2,756+1549.8% |
| Participant deferral / active EE | $21,144 | $6,649+218.0% | $8,071+162.0% | $4,299+391.9% |
| Admin fee / account holder | $327 | $7,957-95.9% | $13,005-97.5% | $6,940-95.3% |