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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK3+ years Service code 21 · EIN 63-0371391 | Bank Trustee | $15,717 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,182 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,722 | $55,453-64.4% | $170,442-88.4% | $62,292-68.3% |
| Participation rate | 52.7% | 66.4%-13.7pp | 83.6%-30.9pp | 69.5%-16.8pp |
| Annual return | 13.43% | 21.38%-8.0pp | 205.93%-192.5pp | 28.90%-15.5pp |
| Employer contribution / active EE | $913 | $2,164-57.8% | $5,433-83.2% | $2,042-55.3% |
| Participant deferral / active EE | $541 | $2,303-76.5% | $4,939-89.1% | $3,169-82.9% |
| Admin fee / account holder | $143 | $455-68.5% | $13,880-99.0% | $479-70.1% |