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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $82,686 |
REGIONS BANK2 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $22,405 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 245 RIVERSIDE AVENUE · JACKSONVILLE, FL 32202 | Accounting | $16,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,036 | $67,679-82.2% | $155,509-92.3% | $99,062-87.8% |
| Participation rate | 11.0% | 67.2%-56.2pp | 78.2%-67.2pp | 71.6%-60.6pp |
| Annual return | 11.44% | 16.16%-4.7pp | 64.67%-53.2pp | 17.66%-6.2pp |
| Employer contribution / active EE | $53 | $2,268-97.7% | $4,672-98.9% | $3,262-98.4% |
| Participant deferral / active EE | $291 | $3,828-92.4% | $5,626-94.8% | $5,331-94.5% |
| Admin fee / account holder | $156 | $94+66.4% | $15,912-99.0% | $109+43.0% |