Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK6 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $31,534 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,906 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,964 | $91,424-4.9% | $135,942-36.0% | $71,495+21.6% |
| Participation rate | 51.7% | 75.7%-23.9pp | 81.9%-30.2pp | 67.9%-16.2pp |
| Annual return | 20.57% | 29.90%-9.3pp | 68.28%-47.7pp | 28.85%-8.3pp |
| Employer contribution / active EE | $1,517 | $3,704-59.0% | $4,858-68.8% | $2,589-41.4% |
| Participant deferral / active EE | $3,424 | $7,092-51.7% | $7,759-55.9% | $4,291-20.2% |
| Admin fee / account holder | $472 | $1,266-62.7% | $10,764-95.6% | $1,588-70.2% |