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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK1+ years Filed as: REGIONS TRUST Service code 52 · EIN 63-0370391 303 JESSE JEWELL PKWY, 7TH FLOOR · GAINESVILLE, GA 30501 | Indirect Investment Fees | $1 |
Annual investment return 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 | $17,834 | $67,166-73.4% | $57,356-68.9% | $55,191-67.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 69.2%+30.8pp |
| Annual return | -0.41% | 4.22%-4.6pp | 24.41%-24.8pp | 10.78%-11.2pp |
| Employer contribution / active EE | $961 | $2,812-65.8% | $2,689-64.3% | $1,899-49.4% |
| Participant deferral / active EE | $1,292 | $2,835-54.4% | $3,162-59.1% | $3,046-57.6% |
| Admin fee / account holder | $0 | $44-100.0% | $3,357-100.0% | $91-100.0% |