Filed January 6, 2020 (most recent of 3 filings on file)
Total covered: 3 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $89,181 |
REGIONS BANK1+ years Filed as: REGIONS BANK DBA REGIONS TRUST Service code 27 · EIN 63-0371391 | Advisory (Plan) | $62,178 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,412 | $37,039-17.9% | $147,618-79.4% | $59,188-48.6% |
| Participation rate | 29.7% | 63.8%-34.1pp | 84.6%-54.9pp | 69.4%-39.7pp |
| Annual return | 1.20% | 7.19%-6.0pp | 61.98%-60.8pp | 5.51%-4.3pp |
| Employer contribution / active EE | $452 | $1,353-66.6% | $5,565-91.9% | $2,098-78.4% |
| Participant deferral / active EE | $711 | $2,094-66.1% | $4,895-85.5% | $3,265-78.2% |
| Admin fee / account holder | $105 | $60+73.8% | $11,612-99.1% | $92+13.5% |