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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK4+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $4,350 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,243 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,926 | $47,977-58.5% | $154,107-87.1% | $56,287-64.6% |
| Participation rate | 52.8% | 66.2%-13.4pp | 83.0%-30.2pp | 69.9%-17.0pp |
| Annual return | -4.79% | 3.54%-8.3pp | 735.12%-739.9pp | -9.96%+5.2pp |
| Employer contribution / active EE | $858 | $2,169-60.4% | $5,298-83.8% | $2,111-59.4% |
| Participant deferral / active EE | $897 | $2,392-62.5% | $5,081-82.3% | $3,350-73.2% |
| Admin fee / account holder | $46 | $438-89.5% | $13,411-99.7% | $521-91.2% |