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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK4+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $71,381 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $13,119 |
WARREN AVERETT, LLC2 years Service code 10 · EIN 45-4084437 | Accounting | $6,500 |
TD AMERITRADE, INC.2 years Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $2,695 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,668 | $73,102+214.2% | $123,549+85.9% | $56,287+308.0% |
| Participation rate | 87.7% | 74.3%+13.4pp | 82.3%+5.4pp | 69.9%+17.8pp |
| Annual return | -5.04% | 3.01%-8.1pp | 119.20%-124.2pp | -9.96%+4.9pp |
| Employer contribution / active EE | $18,009 | $2,977+504.9% | $4,628+289.1% | $2,111+753.1% |
| Participant deferral / active EE | $6,049 | $5,423+11.6% | $6,426-5.9% | $3,350+80.6% |
| Admin fee / account holder | $498 | $554-10.1% | $9,284-94.6% | $521-4.5% |