Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK2+ years Service code 15 · EIN 63-0371391 | Recordkeeping | $7,467 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $6,542 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $819 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $175,870 | $46,732+276.3% | $156,551+12.3% | $55,167+218.8% |
| Participation rate | 64.7% | 65.8%-1.1pp | 84.0%-19.3pp | 69.0%-4.3pp |
| Annual return | 9.56% | 17.72%-8.2pp | 32.23%-22.7pp | 169.23%-159.7pp |
| Employer contribution / active EE | $2,766 | $2,105+31.4% | $5,501-49.7% | $1,963+40.9% |
| Participant deferral / active EE | $5,531 | $2,204+150.9% | $4,871+13.5% | $3,054+81.1% |
| Admin fee / account holder | $200 | $418-52.1% | $13,028-98.5% | $504-60.2% |