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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK1 year Service code 27 · EIN 63-0371391 | Advisory (Plan) | $6,430 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,331 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,812 | $60,165-63.7% | $74,184-70.6% | $55,167-60.5% |
| Participation rate | 54.5% | 74.2%-19.7pp | 76.6%-22.1pp | 69.0%-14.5pp |
| Annual return | 12.23% | 10.00%+2.2pp | 17.74%-5.5pp | 169.23%-157.0pp |
| Employer contribution / active EE | $525 | $1,600-67.2% | $2,370-77.8% | $1,963-73.2% |
| Participant deferral / active EE | $1,353 | $2,973-54.5% | $3,550-61.9% | $3,054-55.7% |
| Admin fee / account holder | $145 | $419-65.3% | $5,586-97.4% | $504-71.1% |