Filed January 13, 2017
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $45,670 |
REGIONS BANK7 years Filed as: REGIONS BANK DBA REGIONS TRUST Service code 15 · EIN 63-0371391 | Recordkeeping | $29,561 |
ADP BROKER-DEALER9+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,567 | $52,188-54.8% | $86,640-72.8% | $74,460-68.3% |
| Participation rate | 35.2% | 66.3%-31.2pp | 71.7%-36.5pp | 70.7%-35.6pp |
| Annual return | 14.16% | 44.46%-30.3pp | 592.52%-578.4pp | 34.38%-20.2pp |
| Employer contribution / active EE | $532 | $2,282-76.7% | $3,024-82.4% | $2,638-79.8% |
| Participant deferral / active EE | $1,578 | $3,383-53.4% | $4,438-64.5% | $4,530-65.2% |
| Admin fee / account holder | $169 | $319-47.1% | $5,616-97.0% | $348-51.5% |