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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK2+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $39,009 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,403 |
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).
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 | $68,070 | $63,924+6.5% | $108,582-37.3% | $55,167+23.4% |
| Participation rate | 69.7% | 74.3%-4.6pp | 79.6%-9.9pp | 69.0%+0.7pp |
| Annual return | 7.72% | 15.31%-7.6pp | -51.70%+59.4pp | 169.23%-161.5pp |
| Employer contribution / active EE | $193 | $1,879-89.7% | $3,758-94.9% | $1,963-90.2% |
| Participant deferral / active EE | $2,727 | $3,067-11.1% | $4,311-36.7% | $3,054-10.7% |
| Admin fee / account holder | $259 | $618-58.1% | $7,645-96.6% | $504-48.6% |