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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK6 years Service code 50 · EIN 63-0371391 | Direct Payment | $17,275 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $12,937 |
APTUS FINANCIAL LLC1 year Filed as: APTUS FINANCIAL. Service code 27 · EIN 85-4043378 | Advisory (Plan) | $9,592 |
Filed as: LANDMARK PUBLIC ACCOUNTANTS Service code 10 201 E MARKHAM ST · LITTLE ROCK, AR 72201 | Accounting | $9,000 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,771 | $69,848-38.8% | $115,756-63.1% | $66,938-36.1% |
| Participation rate | 50.3% | 70.6%-20.4pp | 77.1%-26.8pp | 69.8%-19.5pp |
| Annual return | -18.47% | 969.66%-988.1pp | 143.14%-161.6pp | 1.58%-20.1pp |
| Employer contribution / active EE | $826 | $2,613-68.4% | $3,793-78.2% | $2,545-67.6% |
| Participant deferral / active EE | $1,415 | $4,274-66.9% | $6,254-77.4% | $4,238-66.6% |
| Admin fee / account holder | $344 | $337+2.1% | $8,124-95.8% | $594-42.0% |