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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK1+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $28,222 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,279 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $61,522 | $57,108+7.7% | $94,228-34.7% | $52,331+17.6% |
| Participation rate | 68.7% | 72.9%-4.2pp | 78.8%-10.1pp | 68.1%+0.6pp |
| Annual return | 1.62% | 1.47%+0.2pp | 10.68%-9.1pp | 4.54%-2.9pp |
| Employer contribution / active EE | $207 | $1,735-88.1% | $3,587-94.2% | $1,882-89.0% |
| Participant deferral / active EE | $2,749 | $3,040-9.6% | $4,320-36.4% | $3,022-9.1% |
| Admin fee / account holder | $186 | $546-65.9% | $6,269-97.0% | $592-68.5% |