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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK2+ years Filed as: REGIONS TRUST Service code 52 · EIN 63-0370391 303 JESSE JEWELL PKWY · GAINESVILLE, GA 30501 | Indirect Investment Fees | $0 |
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 | $18,298 | $68,408-73.3% | $57,196-68.0% | $57,658-68.3% |
| Participation rate | 99.7% | 79.1%+20.5pp | 75.3%+24.3pp | 70.2%+29.4pp |
| Annual return | 4.04% | 8.51%-4.5pp | 14.59%-10.6pp | 5.13%-1.1pp |
| Employer contribution / active EE | $1,050 | $2,869-63.4% | $2,683-60.9% | $1,974-46.8% |
| Participant deferral / active EE | $1,476 | $2,903-49.2% | $3,096-52.3% | $3,061-51.8% |
| Admin fee / account holder | $0 | $70-100.0% | $3,141-100.0% | $95-100.0% |