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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK1+ years Filed as: REGIONS MORGAN KEEGAN TRUST Service code 21 · EIN 63-0371391 1901 6TH AV NORTH, 4TH FLOOR · BIRMINGHAM, AL 35203 | Bank Trustee | $12,378 |
ASCENSUS LLC1+ years Filed as: ASCENSUS, INC. Service code 15 · EIN 11-3665754 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $5,280 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $41,313 | $39,245+5.3% | $64,105-35.6% | $52,331-21.1% |
| Participation rate | 25.7% | 58.2%-32.5pp | 68.2%-42.4pp | 68.1%-42.4pp |
| Annual return | 0.08% | 14.79%-14.7pp | 791.24%-791.2pp | 4.54%-4.5pp |
| Employer contribution / active EE | $202 | $736-72.6% | $1,820-88.9% | $1,882-89.3% |
| Participant deferral / active EE | $608 | $1,992-69.5% | $2,822-78.5% | $3,022-79.9% |
| Admin fee / account holder | $265 | $592-55.3% | $4,499-94.1% | $592-55.2% |