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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 | $106,230-29.3% | $147,080-48.9% | $77,736-3.3% |
| Participation rate | 93.6% | 78.4%+15.2pp | 82.2%+11.4pp | 70.6%+23.0pp |
| Annual return | 14.63% | 56.91%-42.3pp | 420.17%-405.5pp | 31.26%-16.6pp |
| Employer contribution / active EE | $3,191 | $4,072-21.6% | $4,933-35.3% | $2,728+17.0% |
| Participant deferral / active EE | $6,656 | $8,001-16.8% | $8,066-17.5% | $4,651+43.1% |
| Admin fee / account holder | $219 | $338-35.2% | $12,989-98.3% | $433-49.4% |