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 | $96,647 |
REGIONS BANK2+ years Filed as: REGIONS BANK DBA REGIONS TRUST Service code 27 · EIN 63-0371391 | Advisory (Plan) | $67,204 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,384 | $43,110-24.9% | $156,551-79.3% | $65,292-50.4% |
| Participation rate | 25.0% | 69.3%-44.3pp | 84.0%-59.0pp | 72.4%-47.4pp |
| Annual return | 6.33% | 11.24%-4.9pp | 32.23%-25.9pp | 11.84%-5.5pp |
| Employer contribution / active EE | $389 | $1,702-77.1% | $5,501-92.9% | $2,302-83.1% |
| Participant deferral / active EE | $619 | $2,520-75.4% | $4,871-87.3% | $3,579-82.7% |
| Admin fee / account holder | $107 | $47+127.2% | $13,028-99.2% | $57+87.1% |