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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK2+ years Service code 15 · EIN 63-0371391 | Recordkeeping | $23,536 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $6,978 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $76,141 | $52,884+44.0% | $84,753-10.2% | $55,167+38.0% |
| Participation rate | 61.5% | 67.5%-6.0pp | 76.6%-15.1pp | 69.0%-7.5pp |
| Annual return | 6.40% | 18.03%-11.6pp | 22.78%-16.4pp | 169.23%-162.8pp |
| Employer contribution / active EE | $1,084 | $2,233-51.5% | $3,574-69.7% | $1,963-44.8% |
| Participant deferral / active EE | $3,501 | $2,644+32.4% | $3,712-5.7% | $3,054+14.6% |
| Admin fee / account holder | $342 | $581-41.0% | $5,333-93.6% | $504-32.1% |