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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK6+ years Service code 15 · EIN 63-0371391 | Recordkeeping | $49,915 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $21,090 |
TD AMERITRADE, INC.4 years Service code 33 · EIN 82-0543156 | Securities brokerage; Direct payment ... | $150 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $275,735 | $99,957+175.9% | $149,715+84.2% | $73,493+275.2% |
| Participation rate | 96.6% | 75.7%+20.9pp | 82.5%+14.1pp | 70.7%+25.9pp |
| Annual return | 16.91% | 53.87%-37.0pp | 276.66%-259.8pp | 28.51%-11.6pp |
| Employer contribution / active EE | $19,533 | $3,191+512.1% | $4,645+320.5% | $2,270+760.5% |
| Participant deferral / active EE | $7,402 | $6,073+21.9% | $6,842+8.2% | $3,740+97.9% |
| Admin fee / account holder | $313 | $551-43.1% | $9,310-96.6% | $513-38.9% |