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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK4+ years Service code 15 · EIN 63-0371391 | Recordkeeping | $63,794 |
ASCENSUS LLC4+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $40,574 |
WEAR, HOWELL, STRICKLAND, QUINN4+ years Service code 10 1323 STRATFORD RD, SE · DECATUR, AL 35601 | Accounting | $10,000 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $4,211 |
PROEQUITIES INC1 year Filed as: PROEQUITIES, INC. Service code 27 2801 HWY 28 · BIRMINGHAM, AL 35223 | Advisory (Plan) | $2,326 |
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).
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 | $33,005 | $45,382-27.3% | $154,114-78.6% | $75,289-56.2% |
| Participation rate | 47.0% | 65.9%-18.9pp | 83.0%-36.0pp | 72.4%-25.4pp |
| Annual return | -0.09% | -0.47%+0.4pp | 735.16%-735.3pp | -0.04%-0.1pp |
| Employer contribution / active EE | $146 | $1,533-90.5% | $5,298-97.2% | $2,405-93.9% |
| Participant deferral / active EE | $1,644 | $2,384-31.0% | $5,081-67.6% | $3,739-56.0% |
| Admin fee / account holder | $202 | $89+126.4% | $13,411-98.5% | $102+97.6% |