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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK1 year Filed as: REGIONS BANK DBA REGIONS TRUST Service code 27 250 RIVERCHASE PARKWAY E · HOOVER, AL 35244 | Advisory (Plan) | $23,590 |
GREAT-WEST LIFE & ANNUITY INSURANCE10+ years Filed as: DYATECH LLC Service code 13 381 HIGHLAND COLONY PKWY · RIDGELAND, MS 39157 | Contract Administrator | $7,162 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,700 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $275 |
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.
Employer 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.)
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,524 | $89,465-27.9% | $165,100-60.9% | $77,762-17.0% |
| Participation rate | 31.6% | 78.6%-47.0pp | 78.6%-47.0pp | 70.6%-39.0pp |
| Annual return | 12.21% | 28.86%-16.7pp | 70.21%-58.0pp | 31.27%-19.1pp |
| Employer contribution / active EE | $0 | $2,565-100.0% | $4,348-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,053 | $4,904-78.5% | $6,035-82.6% | $4,651-77.4% |
| Admin fee / account holder | $479 | $340+41.0% | $12,696-96.2% | $433+10.7% |