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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $71,014 |
REGIONS BANK2 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $67,065 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,227 |
Filed as: ALDRIDGE, BORDEN & COMPANY, P.C. Service code 10 · EIN 63-0781330 | Accounting | $8,845 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,141 | $106,164-29.2% | $147,041-48.9% | $77,692-3.3% |
| Participation rate | 93.6% | 78.4%+15.2pp | 82.2%+11.5pp | 70.6%+23.0pp |
| Annual return | 14.63% | 56.81%-42.2pp | 419.21%-404.6pp | 31.25%-16.6pp |
| Employer contribution / active EE | $3,191 | $4,066-21.5% | $4,935-35.3% | $2,726+17.1% |
| Participant deferral / active EE | $6,656 | $7,993-16.7% | $8,071-17.5% | $4,648+43.2% |
| Admin fee / account holder | $219 | $338-35.1% | $13,006-98.3% | $431-49.1% |