Filed April 18, 1995
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 BANK2+ years Service code 27 417 20TH ST N · BIRMINGHAM, AL 35203 | Advisory (Plan) | $28,145 |
Service code 49 · EIN 63-0510519 | Other Services | $5,408 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,925 |
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 | $35,598 | $56,640-37.2% | $78,002-54.4% | $55,167-35.5% |
| Participation rate | 80.5% | 73.3%+7.2pp | 75.5%+5.0pp | 69.0%+11.5pp |
| Annual return | 5.79% | 2868.48%-2862.7pp | 425.99%-420.2pp | 169.23%-163.4pp |
| Employer contribution / active EE | $313 | $1,724-81.9% | $2,470-87.3% | $1,963-84.1% |
| Participant deferral / active EE | $1,791 | $2,778-35.5% | $3,497-48.8% | $3,054-41.4% |
| Admin fee / account holder | $255 | $467-45.3% | $5,481-95.3% | $504-49.3% |