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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK2+ years Service code 15 · EIN 63-0371391 | Recordkeeping | $42,745 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $21,857 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,545 | $36,916-9.1% | $156,551-78.6% | $57,658-41.8% |
| Participation rate | 42.7% | 63.4%-20.8pp | 84.0%-41.3pp | 70.2%-27.6pp |
| Annual return | 10.32% | 12.38%-2.1pp | 32.23%-21.9pp | 5.13%+5.2pp |
| Employer contribution / active EE | $116 | $1,571-92.6% | $5,501-97.9% | $1,974-94.1% |
| Participant deferral / active EE | $1,306 | $1,926-32.2% | $4,871-73.2% | $3,061-57.3% |
| Admin fee / account holder | $145 | $82+75.5% | $13,028-98.9% | $95+53.1% |