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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK7 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $62,002 |
Service code 37 · EIN 04-2647786 | Loan Processing | $51,612 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,396 | $101,672-31.7% | $147,117-52.8% | $74,478-6.8% |
| Participation rate | 90.9% | 75.5%+15.4pp | 82.2%+8.7pp | 67.2%+23.7pp |
| Annual return | 13.38% | 8757.83%-8744.4pp | 420.54%-407.2pp | 1370.56%-1357.2pp |
| Employer contribution / active EE | $2,092 | $3,813-45.1% | $4,932-57.6% | $2,626-20.3% |
| Participant deferral / active EE | $10,499 | $7,305+43.7% | $8,065+30.2% | $4,350+141.3% |
| Admin fee / account holder | $238 | $1,753-86.4% | $12,993-98.2% | $1,946-87.8% |