Filed April 8, 2024
Total covered: 326 employees
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $72,697 |
REGIONS BANK7+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $38,201 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,103 | $60,607-65.2% | $189,575-88.9% | $86,821-75.7% |
| Participation rate | 77.8% | 68.9%+8.9pp | 78.4%-0.7pp | 72.3%+5.5pp |
| Annual return | 15.21% | 65.18%-50.0pp | 64.19%-49.0pp | 97.94%-82.7pp |
| Employer contribution / active EE | $400 | $1,626-75.4% | $4,412-90.9% | $2,406-83.4% |
| Participant deferral / active EE | $1,908 | $3,895-51.0% | $6,174-69.1% | $4,132-53.8% |
| Admin fee / account holder | $178 | $159+12.1% | $9,806-98.2% | $170+5.0% |