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 | $109,344 |
REGIONS BANK2 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $75,000 |
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 | $34,171 | $45,382-24.7% | $154,111-77.8% | $75,289-54.6% |
| Participation rate | 33.0% | 65.9%-32.9pp | 83.0%-50.0pp | 72.4%-39.4pp |
| Annual return | -3.94% | -0.47%-3.5pp | 735.18%-739.1pp | -0.04%-3.9pp |
| Employer contribution / active EE | $547 | $1,533-64.3% | $5,298-89.7% | $2,405-77.3% |
| Participant deferral / active EE | $910 | $2,384-61.8% | $5,081-82.1% | $3,739-75.7% |
| Admin fee / account holder | $109 | $89+22.0% | $13,411-99.2% | $102+6.5% |